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 | $46,983 | $101,724-53.8% | $164,813-71.5% | $80,856-41.9% |
| Participation rate | 59.4% | 71.8%-12.5pp | 78.6%-19.2pp | 67.6%-8.3pp |
| Annual return | 10.64% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,306 | $2,953-21.9% | $4,341-46.9% | $2,755-16.3% |
| Participant deferral / active EE | $4,954 | $4,477+10.6% | $6,031-17.9% | $4,296+15.3% |
| Admin fee / account holder | $6,578 | $8,227-20.0% | $12,690-48.2% | $6,918-4.9% |