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 4-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 | $38,035 | $81,460-53.3% | $103,333-63.2% | $80,856-53.0% |
| Participation rate | 22.6% | 66.8%-44.3pp | 74.5%-51.9pp | 67.6%-45.1pp |
| Annual return | 20.50% | 25.55%-5.0pp | 24.88%-4.4pp | 35.59%-15.1pp |
| Employer contribution / active EE | $933 | $3,105-69.9% | $3,868-75.9% | $2,755-66.1% |
| Participant deferral / active EE | $1,821 | $3,869-52.9% | $5,057-64.0% | $4,296-57.6% |
| Admin fee / account holder | $4,125 | $6,566-37.2% | $8,355-50.6% | $6,918-40.4% |