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 7-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 | $44,132 | $80,717-45.3% | $154,803-71.5% | $84,808-48.0% |
| Participation rate | 29.4% | 66.8%-37.4pp | 78.1%-48.7pp | 68.3%-38.9pp |
| Annual return | 15.79% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $887 | $2,761-67.9% | $4,305-79.4% | $2,631-66.3% |
| Participant deferral / active EE | $2,031 | $3,303-38.5% | $5,540-63.3% | $4,212-51.8% |
| Admin fee / account holder | $1,809 | $6,746-73.2% | $14,329-87.4% | $7,344-75.4% |