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 | $49,484 | $107,452-53.9% | $91,541-45.9% | $142,382-65.2% |
| Participation rate | 57.9% | 75.1%-17.2pp | 69.8%-11.9pp | 80.1%-22.2pp |
| Annual return | 17.22% | 22.06%-4.8pp | 20.50%-3.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $918 | $2,994-69.3% | $2,505-63.3% | $4,299-78.6% |
| Participant deferral / active EE | $2,968 | $4,754-37.6% | $4,008-25.9% | $6,507-54.4% |
| Admin fee / account holder | $3,194 | $8,834-63.8% | $6,956-54.1% | $12,624-74.7% |