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 | $52,358 | $73,933-29.2% | $96,683-45.8% | $75,163-30.3% |
| Participation rate | 47.2% | 66.4%-19.2pp | 74.3%-27.1pp | 67.2%-20.0pp |
| Annual return | 17.07% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,767 | $2,928-39.6% | $3,737-52.7% | $2,670-33.8% |
| Participant deferral / active EE | $4,866 | $3,659+33.0% | $4,878-0.2% | $4,125+18.0% |
| Admin fee / account holder | $1,059 | $5,216-79.7% | $6,730-84.3% | $5,651-81.3% |