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 6-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 | $50,867 | $77,899-34.7% | $149,673-66.0% | $75,163-32.3% |
| Participation rate | 20.0% | 65.6%-45.6pp | 78.8%-58.8pp | 67.2%-47.2pp |
| Annual return | 15.94% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $842 | $3,137-73.2% | $4,818-82.5% | $2,670-68.5% |
| Participant deferral / active EE | $1,496 | $3,411-56.2% | $5,680-73.7% | $4,125-63.7% |
| Admin fee / account holder | $6,159 | $5,956+3.4% | $13,210-53.4% | $5,651+9.0% |