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 | $55,987 | $93,571-40.2% | $135,903-58.8% | $75,163-25.5% |
| Participation rate | 69.2% | 75.2%-5.9pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 18.35% | 30.90%-12.5pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,985 | $3,537-15.6% | $4,856-38.5% | $2,670+11.8% |
| Participant deferral / active EE | $5,754 | $6,404-10.2% | $7,758-25.8% | $4,125+39.5% |
| Admin fee / account holder | $2,777 | $6,975-60.2% | $10,762-74.2% | $5,651-50.9% |