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 | $46,441 | $81,460-43.0% | $103,333-55.1% | $80,856-42.6% |
| Participation rate | 64.1% | 66.8%-2.7pp | 74.5%-10.4pp | 67.6%-3.5pp |
| Annual return | 14.20% | 25.55%-11.3pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,446 | $3,105+43.2% | $3,868+14.9% | $2,755+61.4% |
| Participant deferral / active EE | $7,842 | $3,869+102.7% | $5,057+55.1% | $4,296+82.5% |
| Admin fee / account holder | $5,286 | $6,566-19.5% | $8,355-36.7% | $6,918-23.6% |