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 | $43,023 | $86,944-50.5% | $107,525-60.0% | $74,304-42.1% |
| Participation rate | 48.6% | 59.6%-11.0pp | 75.1%-26.5pp | 60.3%-11.8pp |
| Annual return | 36.59% | 23.52%+13.1pp | 181.32%-144.7pp | 29.43%+7.2pp |
| Employer contribution / active EE | $1,348 | $2,757-51.1% | $3,754-64.1% | $2,241-39.8% |
| Participant deferral / active EE | $2,733 | $3,554-23.1% | $5,116-46.6% | $3,767-27.5% |
| Admin fee / account holder | $1,776 | $3,727-52.3% | $8,919-80.1% | $2,969-40.2% |