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 | $43,208 | $66,098-34.6% | $101,794-57.6% | $74,304-41.9% |
| Participation rate | 46.6% | 53.8%-7.1pp | 69.2%-22.6pp | 60.3%-13.7pp |
| Annual return | 16.66% | 19.59%-2.9pp | 30.53%-13.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,260 | $1,082+16.5% | $2,289-45.0% | $2,241-43.8% |
| Participant deferral / active EE | $2,924 | $2,781+5.1% | $4,084-28.4% | $3,767-22.4% |
| Admin fee / account holder | $2,917 | $4,146-29.6% | $8,777-66.8% | $2,969-1.7% |