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 8-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 | $42,093 | $58,523-28.1% | $99,443-57.7% | $72,985-42.3% |
| Participation rate | 55.2% | 64.6%-9.5pp | 73.8%-18.7pp | 69.5%-14.3pp |
| Annual return | 37.93% | 28.51%+9.4pp | 30.72%+7.2pp | 81.00%-43.1pp |
| Employer contribution / active EE | $1,829 | $1,512+21.0% | $2,540-28.0% | $2,440-25.0% |
| Participant deferral / active EE | $4,104 | $2,606+57.5% | $3,619+13.4% | $3,607+13.8% |
| Admin fee / account holder | $3,220 | $4,102-21.5% | $6,250-48.5% | $5,124-37.2% |