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 | $52,089 | $72,277-27.9% | $101,248-48.6% | $79,858-34.8% |
| Participation rate | 54.2% | 68.5%-14.3pp | 75.8%-21.6pp | 69.6%-15.5pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,025 | $2,692-24.7% | $3,660-44.7% | $2,471-18.0% |
| Participant deferral / active EE | $4,951 | $3,282+50.9% | $4,370+13.3% | $3,740+32.4% |
| Admin fee / account holder | $1,451 | $4,400-67.0% | $5,945-75.6% | $5,306-72.7% |