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 9-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 | $56,378 | $73,933-23.7% | $96,683-41.7% | $75,163-25.0% |
| Participation rate | 47.6% | 66.4%-18.8pp | 74.3%-26.7pp | 67.2%-19.6pp |
| Annual return | 13.46% | 26.70%-13.2pp | 35.69%-22.2pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,407 | $2,928-52.0% | $3,737-62.4% | $2,670-47.3% |
| Participant deferral / active EE | $2,841 | $3,659-22.3% | $4,878-41.8% | $4,125-31.1% |
| Admin fee / account holder | $6,885 | $5,216+32.0% | $6,730+2.3% | $5,651+21.8% |