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 | $47,360 | $48,795-2.9% | $65,493-27.7% | $84,808-44.2% |
| Participation rate | 18.9% | 67.0%-48.1pp | 73.1%-54.2pp | 68.3%-49.4pp |
| Annual return | 15.32% | 20.20%-4.9pp | 982.45%-967.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $735 | $1,930-61.9% | $2,574-71.4% | $2,631-72.1% |
| Participant deferral / active EE | $1,758 | $2,928-40.0% | $3,961-55.6% | $4,212-58.3% |
| Admin fee / account holder | $6,642 | $3,877+71.3% | $5,028+32.1% | $7,344-9.6% |