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 3-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 | $46,694 | $94,752-50.7% | $112,887-58.6% | $139,434-66.5% |
| Participation rate | 55.0% | 81.3%-26.3pp | 80.5%-25.5pp | 80.3%-25.3pp |
| Annual return | 13.37% | 40.88%-27.5pp | 34.10%-20.7pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,372 | $4,625-48.7% | $4,563-48.0% | $4,751-50.1% |
| Participant deferral / active EE | $3,418 | $6,512-47.5% | $6,513-47.5% | $6,710-49.1% |
| Admin fee / account holder | $1,898 | $8,527-77.7% | $7,047-73.1% | $11,403-83.4% |