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 5-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 | $50,996 | $93,170-45.3% | $100,534-49.3% | $84,808-39.9% |
| Participation rate | 33.3% | 75.8%-42.5pp | 80.6%-47.3pp | 68.3%-35.0pp |
| Annual return | 16.23% | 47.13%-30.9pp | 32.66%-16.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,846 | $3,985-53.7% | $4,346-57.5% | $2,631-29.8% |
| Participant deferral / active EE | $3,228 | $5,699-43.3% | $6,144-47.5% | $4,212-23.3% |
| Admin fee / account holder | $2,216 | $7,382-70.0% | $7,654-71.1% | $7,344-69.8% |