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 | $43,398 | $54,705-20.7% | $71,209-39.1% | $84,808-48.8% |
| Participation rate | 44.7% | 64.1%-19.4pp | 73.8%-29.1pp | 68.3%-23.6pp |
| Annual return | 45.20% | 35.90%+9.3pp | 282.51%-237.3pp | 40.90%+4.3pp |
| Employer contribution / active EE | $2,039 | $2,158-5.5% | $2,721-25.1% | $2,631-22.5% |
| Participant deferral / active EE | $4,342 | $3,030+43.3% | $4,175+4.0% | $4,212+3.1% |
| Admin fee / account holder | $3,095 | $4,863-36.4% | $5,349-42.1% | $7,344-57.9% |