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 5-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 | $45,658 | $109,881-58.4% | $150,045-69.6% | $84,808-46.2% |
| Participation rate | 51.7% | 76.1%-24.4pp | 82.3%-30.6pp | 68.3%-16.6pp |
| Annual return | 15.78% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,346 | $3,561+22.0% | $4,693-7.4% | $2,631+65.2% |
| Participant deferral / active EE | $9,832 | $6,636+48.2% | $7,997+22.9% | $4,212+133.5% |
| Admin fee / account holder | $27,472 | $8,568+220.6% | $13,435+104.5% | $7,344+274.1% |