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 3-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 | $51,207 | $138,347-63.0% | $184,203-72.2% | $80,856-36.7% |
| Participation rate | 56.3% | 83.9%-27.6pp | 86.8%-30.6pp | 67.6%-11.4pp |
| Annual return | 18.67% | 20.02%-1.3pp | 28.81%-10.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,080 | $4,850-36.5% | $6,427-52.1% | $2,755+11.8% |
| Participant deferral / active EE | $6,790 | $7,071-4.0% | $9,131-25.6% | $4,296+58.1% |
| Admin fee / account holder | $6,736 | $10,483-35.7% | $13,901-51.5% | $6,918-2.6% |