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 | $50,547 | $81,460-37.9% | $103,333-51.1% | $80,856-37.5% |
| Participation rate | 41.4% | 66.8%-25.5pp | 74.5%-33.1pp | 67.6%-26.3pp |
| Annual return | 14.91% | 25.55%-10.6pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $896 | $3,105-71.1% | $3,868-76.8% | $2,755-67.5% |
| Participant deferral / active EE | $3,313 | $3,869-14.4% | $5,057-34.5% | $4,296-22.9% |
| Admin fee / account holder | $342 | $6,566-94.8% | $8,355-95.9% | $6,918-95.1% |