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 | $57,898 | $89,753-35.5% | $107,525-46.2% | $84,808-31.7% |
| Participation rate | 29.3% | 68.1%-38.8pp | 75.1%-45.8pp | 68.3%-39.0pp |
| Annual return | 16.93% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,247 | $3,113-59.9% | $3,754-66.8% | $2,631-52.6% |
| Participant deferral / active EE | $2,302 | $4,056-43.3% | $5,116-55.0% | $4,212-45.3% |
| Admin fee / account holder | $2,945 | $7,222-59.2% | $8,919-67.0% | $7,344-59.9% |