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 | $64,132 | $48,750+31.6% | $88,946-27.9% | $74,304-13.7% |
| Participation rate | 33.0% | 44.5%-11.5pp | 68.8%-35.9pp | 60.3%-27.4pp |
| Annual return | 18.67% | 25.91%-7.2pp | 57.82%-39.2pp | 29.43%-10.8pp |
| Employer contribution / active EE | $1,156 | $1,255-7.9% | $2,555-54.7% | $2,241-48.4% |
| Participant deferral / active EE | $3,396 | $2,423+40.1% | $4,581-25.9% | $3,767-9.9% |
| Admin fee / account holder | $2,810 | $3,756-25.2% | $8,261-66.0% | $2,969-5.3% |