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 9-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 | $45,842 | $73,933-38.0% | $96,683-52.6% | $75,163-39.0% |
| Participation rate | 44.7% | 66.4%-21.7pp | 74.3%-29.6pp | 67.2%-22.5pp |
| Annual return | 16.93% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,059 | $2,928-63.8% | $3,737-71.7% | $2,670-60.3% |
| Participant deferral / active EE | $2,830 | $3,659-22.7% | $4,878-42.0% | $4,125-31.4% |
| Admin fee / account holder | $1,392 | $5,216-73.3% | $6,730-79.3% | $5,651-75.4% |