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 | $45,111 | $74,927-39.8% | $101,794-55.7% | $84,808-46.8% |
| Participation rate | 36.6% | 61.4%-24.8pp | 69.2%-32.6pp | 68.3%-31.7pp |
| Annual return | 20.71% | 18.70%+2.0pp | 30.53%-9.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,030 | $1,522-32.3% | $2,289-55.0% | $2,631-60.8% |
| Participant deferral / active EE | $3,248 | $3,099+4.8% | $4,084-20.5% | $4,212-22.9% |
| Admin fee / account holder | $877 | $6,514-86.5% | $8,777-90.0% | $7,344-88.1% |