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 | $43,901 | $138,347-68.3% | $184,203-76.2% | $80,856-45.7% |
| Participation rate | 53.3% | 83.9%-30.5pp | 86.8%-33.5pp | 67.6%-14.3pp |
| Annual return | 13.97% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,401 | $4,850-9.3% | $6,427-31.5% | $2,755+59.8% |
| Participant deferral / active EE | $4,202 | $7,071-40.6% | $9,131-54.0% | $4,296-2.2% |
| Admin fee / account holder | $3,813 | $10,483-63.6% | $13,901-72.6% | $6,918-44.9% |