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 | $53,550 | $80,717-33.7% | $154,803-65.4% | $84,808-36.9% |
| Participation rate | 52.0% | 66.8%-14.8pp | 78.1%-26.1pp | 68.3%-16.3pp |
| Annual return | 19.43% | 37.96%-18.5pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,628 | $2,761-41.1% | $4,305-62.2% | $2,631-38.1% |
| Participant deferral / active EE | $2,868 | $3,303-13.2% | $5,540-48.2% | $4,212-31.9% |
| Admin fee / account holder | $390 | $6,746-94.2% | $14,329-97.3% | $7,344-94.7% |