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 5-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 | $41,898 | $81,460-48.6% | $103,333-59.5% | $80,856-48.2% |
| Participation rate | 64.3% | 66.8%-2.6pp | 74.5%-10.2pp | 67.6%-3.4pp |
| Annual return | 61.42% | 25.55%+35.9pp | 24.88%+36.5pp | 35.59%+25.8pp |
| Employer contribution / active EE | $3,488 | $3,105+12.3% | $3,868-9.8% | $2,755+26.6% |
| Participant deferral / active EE | $5,921 | $3,869+53.1% | $5,057+17.1% | $4,296+37.8% |
| Admin fee / account holder | $2,539 | $6,566-61.3% | $8,355-69.6% | $6,918-63.3% |