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 8-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 | $44,904 | $73,933-39.3% | $96,683-53.6% | $75,163-40.3% |
| Participation rate | 38.5% | 66.4%-28.0pp | 74.3%-35.9pp | 67.2%-28.7pp |
| Annual return | 17.72% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,473 | $2,928-49.7% | $3,737-60.6% | $2,670-44.8% |
| Participant deferral / active EE | $4,318 | $3,659+18.0% | $4,878-11.5% | $4,125+4.7% |
| Admin fee / account holder | $1,497 | $5,216-71.3% | $6,730-77.8% | $5,651-73.5% |