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 | $41,183 | $95,266-56.8% | $82,389-50.0% | $142,382-71.1% |
| Participation rate | 58.3% | 74.5%-16.1pp | 69.5%-11.2pp | 80.1%-21.8pp |
| Annual return | 23.08% | 25.74%-2.7pp | 28.67%-5.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,041 | $2,991-31.8% | $2,517-18.9% | $4,299-52.5% |
| Participant deferral / active EE | $4,646 | $4,809-3.4% | $4,155+11.8% | $6,507-28.6% |
| Admin fee / account holder | $505 | $8,563-94.1% | $7,231-93.0% | $12,624-96.0% |