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 | $46,269 | $117,983-60.8% | $101,794-54.5% | $142,382-67.5% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 20.84% | 36.92%-16.1pp | 30.53%-9.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $945 | $2,773-65.9% | $2,289-58.7% | $4,299-78.0% |
| Participant deferral / active EE | $4,066 | $4,714-13.7% | $4,084-0.4% | $6,507-37.5% |
| Admin fee / account holder | $923 | $10,433-91.2% | $8,777-89.5% | $12,624-92.7% |