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 | $37,487 | $80,717-53.6% | $154,803-75.8% | $84,808-55.8% |
| Participation rate | 54.8% | 66.8%-12.0pp | 78.1%-23.2pp | 68.3%-13.5pp |
| Annual return | 19.86% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,537 | $2,761-44.3% | $4,305-64.3% | $2,631-41.6% |
| Participant deferral / active EE | $4,444 | $3,303+34.5% | $5,540-19.8% | $4,212+5.5% |
| Admin fee / account holder | $1,814 | $6,746-73.1% | $14,329-87.3% | $7,344-75.3% |