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 7-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 | $38,982 | $73,933-47.3% | $96,683-59.7% | $75,163-48.1% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 22.52% | 26.70%-4.2pp | 35.69%-13.2pp | 160.62%-138.1pp |
| Employer contribution / active EE | $2,294 | $2,928-21.6% | $3,737-38.6% | $2,670-14.1% |
| Participant deferral / active EE | $4,675 | $3,659+27.8% | $4,878-4.2% | $4,125+13.3% |
| Admin fee / account holder | $11,726 | $5,216+124.8% | $6,730+74.3% | $5,651+107.5% |