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 | $57,031 | $48,750+17.0% | $88,946-35.9% | $74,304-23.2% |
| Participation rate | 23.5% | 44.5%-21.0pp | 68.8%-45.3pp | 60.3%-36.8pp |
| Annual return | 20.92% | 25.91%-5.0pp | 57.82%-36.9pp | 29.43%-8.5pp |
| Employer contribution / active EE | $1,486 | $1,255+18.4% | $2,555-41.8% | $2,241-33.7% |
| Participant deferral / active EE | $2,457 | $2,423+1.4% | $4,581-46.4% | $3,767-34.8% |
| Admin fee / account holder | $6,890 | $3,756+83.5% | $8,261-16.6% | $2,969+132.1% |