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 | $39,434 | $95,803-58.8% | $113,168-65.2% | $84,808-53.5% |
| Participation rate | 56.6% | 72.9%-16.3pp | 76.6%-20.0pp | 68.3%-11.7pp |
| Annual return | 19.91% | 25.00%-5.1pp | 24.27%-4.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,316 | $2,360-1.9% | $2,975-22.2% | $2,631-12.0% |
| Participant deferral / active EE | $4,111 | $4,242-3.1% | $5,107-19.5% | $4,212-2.4% |
| Admin fee / account holder | $3,780 | $8,989-57.9% | $12,068-68.7% | $7,344-48.5% |