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 | $49,883 | $109,413-54.4% | $156,263-68.1% | $84,808-41.2% |
| Participation rate | 63.6% | 72.7%-9.1pp | 78.9%-15.3pp | 68.3%-4.7pp |
| Annual return | 18.37% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,523 | $2,907-47.6% | $4,333-64.9% | $2,631-42.1% |
| Participant deferral / active EE | $2,132 | $4,590-53.5% | $6,158-65.4% | $4,212-49.4% |
| Admin fee / account holder | $763 | $9,357-91.8% | $14,255-94.6% | $7,344-89.6% |