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 7-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 | $43,729 | $109,881-60.2% | $150,045-70.9% | $84,808-48.4% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 23.30% | 28.25%-4.9pp | 62.55%-39.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $2,466 | $3,561-30.7% | $4,693-47.4% | $2,631-6.3% |
| Participant deferral / active EE | $5,627 | $6,636-15.2% | $7,997-29.6% | $4,212+33.6% |
| Admin fee / account holder | $2,370 | $8,568-72.3% | $13,435-82.4% | $7,344-67.7% |