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 | $43,885 | $117,841-62.8% | $102,423-57.2% | $145,922-69.9% |
| Participation rate | 35.0% | 78.6%-43.6pp | 76.5%-41.5pp | 80.3%-45.3pp |
| Annual return | 19.02% | 31.65%-12.6pp | 29.32%-10.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,349 | $3,615-62.7% | $3,023-55.4% | $4,660-71.0% |
| Participant deferral / active EE | $2,875 | $5,731-49.8% | $5,053-43.1% | $6,688-57.0% |
| Admin fee / account holder | $6,622 | $13,326-50.3% | $9,451-29.9% | $13,397-50.6% |