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 4-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 | $46,953 | $93,571-49.8% | $135,903-65.5% | $75,163-37.5% |
| Participation rate | 65.7% | 75.2%-9.5pp | 81.9%-16.2pp | 67.2%-1.5pp |
| Annual return | 20.51% | 30.90%-10.4pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,279 | $3,537-35.6% | $4,856-53.1% | $2,670-14.7% |
| Participant deferral / active EE | $4,604 | $6,404-28.1% | $7,758-40.6% | $4,125+11.6% |
| Admin fee / account holder | $2,174 | $6,975-68.8% | $10,762-79.8% | $5,651-61.5% |