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 6-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 | $61,015 | $71,050-14.1% | $93,606-34.8% | $80,856-24.5% |
| Participation rate | 33.9% | 60.4%-26.5pp | 68.7%-34.8pp | 67.6%-33.7pp |
| Annual return | 15.97% | 11.26%+4.7pp | 133.20%-117.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,157 | $1,564-26.0% | $2,420-52.2% | $2,755-58.0% |
| Participant deferral / active EE | $2,955 | $4,034-26.8% | $4,411-33.0% | $4,296-31.2% |
| Admin fee / account holder | $1,823 | $6,945-73.7% | $8,285-78.0% | $6,918-73.6% |