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 3-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 | $55,820 | $100,773-44.6% | $88,946-37.2% | $142,382-60.8% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 18.41% | 70.18%-51.8pp | 57.82%-39.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $680 | $2,918-76.7% | $2,555-73.4% | $4,299-84.2% |
| Participant deferral / active EE | $2,380 | $5,230-54.5% | $4,581-48.1% | $6,507-63.4% |
| Admin fee / account holder | $426 | $9,693-95.6% | $8,261-94.8% | $12,624-96.6% |