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 | $50,013 | $49,915+0.2% | $154,803-67.7% | $74,304-32.7% |
| Participation rate | 54.7% | 54.0%+0.7pp | 78.1%-23.4pp | 60.3%-5.7pp |
| Annual return | 14.06% | 34.06%-20.0pp | 58.88%-44.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $452 | $1,611-71.9% | $4,305-89.5% | $2,241-79.8% |
| Participant deferral / active EE | $3,057 | $2,255+35.6% | $5,540-44.8% | $3,767-18.8% |
| Admin fee / account holder | $4,866 | $2,189+122.3% | $14,329-66.0% | $2,969+63.9% |