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 | $44,413 | $96,484-54.0% | $156,263-71.6% | $74,304-40.2% |
| Participation rate | 50.7% | 67.7%-17.0pp | 78.9%-28.2pp | 60.3%-9.7pp |
| Annual return | 19.93% | 17.73%+2.2pp | 59.47%-39.5pp | 29.43%-9.5pp |
| Employer contribution / active EE | $1,530 | $2,528-39.5% | $4,333-64.7% | $2,241-31.7% |
| Participant deferral / active EE | $2,113 | $4,286-50.7% | $6,158-65.7% | $3,767-43.9% |
| Admin fee / account holder | $510 | $3,728-86.3% | $14,255-96.4% | $2,969-82.8% |