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 4-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 | $58,736 | $77,899-24.6% | $149,673-60.8% | $75,163-21.9% |
| Participation rate | 45.9% | 65.6%-19.6pp | 78.8%-32.8pp | 67.2%-21.2pp |
| Annual return | 17.36% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,322 | $3,137-57.9% | $4,818-72.6% | $2,670-50.5% |
| Participant deferral / active EE | $3,237 | $3,411-5.1% | $5,680-43.0% | $4,125-21.5% |
| Admin fee / account holder | $2,608 | $5,956-56.2% | $13,210-80.3% | $5,651-53.8% |