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 8-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 | $49,758 | $106,515-53.3% | $96,683-48.5% | $139,434-64.3% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 20.18% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,470 | $4,103-64.2% | $3,737-60.7% | $4,751-69.1% |
| Participant deferral / active EE | $2,939 | $5,454-46.1% | $4,878-39.8% | $6,710-56.2% |
| Admin fee / account holder | $6,889 | $7,877-12.5% | $6,730+2.4% | $11,403-39.6% |