See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,612 | $49,915-4.6% | $154,803-69.2% | $74,304-35.9% |
| Participation rate | 45.8% | 54.0%-8.2pp | 78.1%-32.3pp | 60.3%-14.6pp |
| Annual return | 31.28% | 34.06%-2.8pp | 58.88%-27.6pp | 29.43%+1.9pp |
| Employer contribution / active EE | $1,598 | $1,611-0.9% | $4,305-62.9% | $2,241-28.7% |
| Participant deferral / active EE | $3,928 | $2,255+74.2% | $5,540-29.1% | $3,767+4.3% |
| Admin fee / account holder | $7,002 | $2,189+219.9% | $14,329-51.1% | $2,969+135.8% |