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 | $45,572 | $93,571-51.3% | $135,903-66.5% | $75,163-39.4% |
| Participation rate | 68.7% | 75.2%-6.5pp | 81.9%-13.3pp | 67.2%+1.5pp |
| Annual return | 18.63% | 30.90%-12.3pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,546 | $3,537-28.0% | $4,856-47.6% | $2,670-4.6% |
| Participant deferral / active EE | $5,212 | $6,404-18.6% | $7,758-32.8% | $4,125+26.3% |
| Admin fee / account holder | $1,411 | $6,975-79.8% | $10,762-86.9% | $5,651-75.0% |