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 4-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 | $37,733 | $81,248-53.6% | $155,509-75.7% | $80,856-53.3% |
| Participation rate | 56.0% | 66.2%-10.2pp | 78.2%-22.2pp | 67.6%-11.6pp |
| Annual return | 15.06% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,695 | $3,100-45.3% | $4,672-63.7% | $2,755-38.5% |
| Participant deferral / active EE | $3,960 | $3,452+14.7% | $5,626-29.6% | $4,296-7.8% |
| Admin fee / account holder | $832 | $7,997-89.6% | $15,912-94.8% | $6,918-88.0% |