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 | $49,176 | $58,512-16.0% | $84,015-41.5% | $72,985-32.6% |
| Participation rate | 44.9% | 61.2%-16.3pp | 69.0%-24.1pp | 69.5%-24.6pp |
| Annual return | 17.78% | 28.93%-11.1pp | 71.31%-53.5pp | 81.00%-63.2pp |
| Employer contribution / active EE | $916 | $1,163-21.2% | $1,983-53.8% | $2,440-62.5% |
| Participant deferral / active EE | $1,825 | $2,394-23.8% | $3,239-43.7% | $3,607-49.4% |
| Admin fee / account holder | $2,604 | $4,569-43.0% | $6,101-57.3% | $5,124-49.2% |