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 4-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 | $42,449 | $94,625-55.1% | $116,228-63.5% | $84,808-49.9% |
| Participation rate | 56.0% | 70.4%-14.5pp | 74.6%-18.6pp | 68.3%-12.4pp |
| Annual return | 17.56% | 20.40%-2.8pp | 90.06%-72.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,800 | $2,347-23.3% | $2,994-39.9% | $2,631-31.6% |
| Participant deferral / active EE | $3,331 | $3,972-16.1% | $4,953-32.7% | $4,212-20.9% |
| Admin fee / account holder | $1,265 | $10,091-87.5% | $11,989-89.4% | $7,344-82.8% |