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 | $37,561 | $69,454-45.9% | $180,183-79.2% | $74,304-49.4% |
| Participation rate | 58.9% | 61.8%-2.9pp | 77.4%-18.5pp | 60.3%-1.4pp |
| Annual return | 24.64% | 25.86%-1.2pp | 27.86%-3.2pp | 29.43%-4.8pp |
| Employer contribution / active EE | $2,232 | $3,155-29.3% | $5,039-55.7% | $2,241-0.4% |
| Participant deferral / active EE | $4,073 | $4,662-12.6% | $6,822-40.3% | $3,767+8.1% |
| Admin fee / account holder | $6,165 | $3,036+103.0% | $19,975-69.1% | $2,969+107.6% |