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 | $44,211 | $60,892-27.4% | $82,389-46.3% | $84,808-47.9% |
| Participation rate | 58.1% | 63.3%-5.2pp | 69.5%-11.5pp | 68.3%-10.2pp |
| Annual return | 17.60% | 37.29%-19.7pp | 28.67%-11.1pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,402 | $1,779-21.2% | $2,517-44.3% | $2,631-46.7% |
| Participant deferral / active EE | $3,019 | $3,179-5.0% | $4,155-27.3% | $4,212-28.3% |
| Admin fee / account holder | $490 | $5,467-91.0% | $7,231-93.2% | $7,344-93.3% |