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 | $40,228 | $65,041-38.2% | $90,951-55.8% | $79,858-49.6% |
| Participation rate | 55.2% | 61.6%-6.4pp | 69.0%-13.8pp | 69.6%-14.5pp |
| Annual return | 23.46% | 30.45%-7.0pp | 134.60%-111.1pp | 31.71%-8.3pp |
| Employer contribution / active EE | $1,284 | $1,247+2.9% | $2,122-39.5% | $2,471-48.1% |
| Participant deferral / active EE | $2,815 | $2,512+12.1% | $3,373-16.5% | $3,740-24.7% |
| Admin fee / account holder | $7,004 | $4,536+54.4% | $5,959+17.5% | $5,306+32.0% |