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 8-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 | $58,609 | $81,460-28.1% | $103,333-43.3% | $80,856-27.5% |
| Participation rate | 41.9% | 66.8%-24.9pp | 74.5%-32.6pp | 67.6%-25.7pp |
| Annual return | 29.18% | 25.55%+3.6pp | 24.88%+4.3pp | 35.59%-6.4pp |
| Employer contribution / active EE | $1,713 | $3,105-44.8% | $3,868-55.7% | $2,755-37.8% |
| Participant deferral / active EE | $3,739 | $3,869-3.3% | $5,057-26.1% | $4,296-13.0% |
| Admin fee / account holder | $3,001 | $6,566-54.3% | $8,355-64.1% | $6,918-56.6% |