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 | $47,325 | $68,719-31.1% | $91,541-48.3% | $84,808-44.2% |
| Participation rate | 48.2% | 64.5%-16.3pp | 69.8%-21.5pp | 68.3%-20.1pp |
| Annual return | 18.08% | 19.12%-1.0pp | 20.50%-2.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $844 | $1,920-56.1% | $2,505-66.3% | $2,631-67.9% |
| Participant deferral / active EE | $2,574 | $3,136-17.9% | $4,008-35.8% | $4,212-38.9% |
| Admin fee / account holder | $2,610 | $5,786-54.9% | $6,956-62.5% | $7,344-64.5% |