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 9-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 | $43,338 | $95,803-54.8% | $113,168-61.7% | $84,808-48.9% |
| Participation rate | 57.1% | 72.9%-15.7pp | 76.6%-19.4pp | 68.3%-11.2pp |
| Annual return | 18.56% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,652 | $2,360-30.0% | $2,975-44.5% | $2,631-37.2% |
| Participant deferral / active EE | $3,809 | $4,242-10.2% | $5,107-25.4% | $4,212-9.6% |
| Admin fee / account holder | $778 | $8,989-91.3% | $12,068-93.6% | $7,344-89.4% |