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 | $52,982 | $109,413-51.6% | $156,263-66.1% | $84,808-37.5% |
| Participation rate | 42.9% | 72.7%-29.8pp | 78.9%-36.1pp | 68.3%-25.5pp |
| Annual return | 19.30% | 20.18%-0.9pp | 59.47%-40.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,237 | $2,907-57.5% | $4,333-71.5% | $2,631-53.0% |
| Participant deferral / active EE | $3,057 | $4,590-33.4% | $6,158-50.4% | $4,212-27.4% |
| Admin fee / account holder | $684 | $9,357-92.7% | $14,255-95.2% | $7,344-90.7% |