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 6-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 | $47,928 | $56,053-14.5% | $75,972-36.9% | $80,856-40.7% |
| Participation rate | 25.8% | 62.0%-36.2pp | 69.1%-43.2pp | 67.6%-41.8pp |
| Annual return | 13.13% | 20.53%-7.4pp | 359.55%-346.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $830 | $1,874-55.7% | $2,685-69.1% | $2,755-69.9% |
| Participant deferral / active EE | $2,436 | $3,052-20.2% | $4,255-42.8% | $4,296-43.3% |
| Admin fee / account holder | $805 | $5,234-84.6% | $6,467-87.5% | $6,918-88.4% |