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 | $41,407 | $89,753-53.9% | $107,525-61.5% | $84,808-51.2% |
| Participation rate | 65.1% | 68.1%-2.9pp | 75.1%-10.0pp | 68.3%-3.2pp |
| Annual return | 16.56% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,852 | $3,113-40.5% | $3,754-50.6% | $2,631-29.6% |
| Participant deferral / active EE | $3,784 | $4,056-6.7% | $5,116-26.0% | $4,212-10.2% |
| Admin fee / account holder | $3,378 | $7,222-53.2% | $8,919-62.1% | $7,344-54.0% |