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 3-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 | $47,034 | $109,881-57.2% | $150,045-68.7% | $84,808-44.5% |
| Participation rate | 69.7% | 76.1%-6.4pp | 82.3%-12.6pp | 68.3%+1.4pp |
| Annual return | 21.15% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,837 | $3,561-48.4% | $4,693-60.8% | $2,631-30.2% |
| Participant deferral / active EE | $6,009 | $6,636-9.4% | $7,997-24.9% | $4,212+42.7% |
| Admin fee / account holder | $1,117 | $8,568-87.0% | $13,435-91.7% | $7,344-84.8% |