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 5-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 | $65,238 | $94,625-31.1% | $116,228-43.9% | $84,808-23.1% |
| Participation rate | 49.2% | 70.4%-21.3pp | 74.6%-25.4pp | 68.3%-19.1pp |
| Annual return | 17.40% | 20.40%-3.0pp | 90.06%-72.7pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,429 | $2,347-39.1% | $2,994-52.3% | $2,631-45.7% |
| Participant deferral / active EE | $2,704 | $3,972-31.9% | $4,953-45.4% | $4,212-35.8% |
| Admin fee / account holder | $5,261 | $10,091-47.9% | $11,989-56.1% | $7,344-28.4% |