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 3-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 | $40,458 | $87,013-53.5% | $106,213-61.9% | $80,856-50.0% |
| Participation rate | 61.9% | 70.4%-8.5pp | 75.3%-13.4pp | 67.6%-5.7pp |
| Annual return | 12.95% | 17.05%-4.1pp | 116.14%-103.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,340 | $2,395-2.3% | $3,171-26.2% | $2,755-15.1% |
| Participant deferral / active EE | $9,007 | $3,986+126.0% | $5,016+79.6% | $4,296+109.7% |
| Admin fee / account holder | $8,243 | $8,431-2.2% | $11,033-25.3% | $6,918+19.2% |