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 4-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 | $43,205 | $68,547-37.0% | $120,354-64.1% | $80,856-46.6% |
| Participation rate | 41.3% | 61.6%-20.3pp | 71.9%-30.6pp | 67.6%-26.3pp |
| Annual return | 24.87% | 23.60%+1.3pp | 107.15%-82.3pp | 35.59%-10.7pp |
| Employer contribution / active EE | $1,826 | $2,051-11.0% | $3,463-47.3% | $2,755-33.7% |
| Participant deferral / active EE | $3,306 | $3,173+4.2% | $4,991-33.8% | $4,296-23.0% |
| Admin fee / account holder | $10,531 | $5,732+83.7% | $9,423+11.8% | $6,918+52.2% |