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 | $43,803 | $81,625-46.3% | $167,512-73.9% | $74,304-41.0% |
| Participation rate | 45.7% | 60.0%-14.3pp | 77.1%-31.3pp | 60.3%-14.6pp |
| Annual return | 17.16% | 26.09%-8.9pp | 1615.79%-1598.6pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,841 | $2,010-8.4% | $3,882-52.6% | $2,241-17.9% |
| Participant deferral / active EE | $2,870 | $4,115-30.3% | $6,405-55.2% | $3,767-23.8% |
| Admin fee / account holder | $2,024 | $3,474-41.8% | $9,769-79.3% | $2,969-31.8% |