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 9-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 | $42,328 | $76,367-44.6% | $93,606-54.8% | $72,985-42.0% |
| Participation rate | 34.1% | 71.7%-37.7pp | 75.8%-41.7pp | 69.5%-35.4pp |
| Annual return | 32.88% | 25.82%+7.1pp | 32.76%+0.1pp | 81.00%-48.1pp |
| Employer contribution / active EE | $888 | $2,275-61.0% | $2,718-67.3% | $2,440-63.6% |
| Participant deferral / active EE | $2,736 | $3,538-22.7% | $4,069-32.7% | $3,607-24.1% |
| Admin fee / account holder | $367 | $6,838-94.6% | $7,888-95.3% | $5,124-92.8% |