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 | $61,981 | $109,881-43.6% | $150,045-58.7% | $84,808-26.9% |
| Participation rate | 54.7% | 76.1%-21.4pp | 82.3%-27.6pp | 68.3%-13.6pp |
| Annual return | 15.40% | 28.25%-12.8pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,929 | $3,561-17.7% | $4,693-37.6% | $2,631+11.3% |
| Participant deferral / active EE | $4,723 | $6,636-28.8% | $7,997-40.9% | $4,212+12.2% |
| Admin fee / account holder | $5,915 | $8,568-31.0% | $13,435-56.0% | $7,344-19.5% |