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 | $42,186 | $48,750-13.5% | $88,946-52.6% | $74,304-43.2% |
| Participation rate | 28.0% | 44.5%-16.5pp | 68.8%-40.8pp | 60.3%-32.3pp |
| Annual return | 16.08% | 25.91%-9.8pp | 57.82%-41.7pp | 29.43%-13.4pp |
| Employer contribution / active EE | $596 | $1,255-52.5% | $2,555-76.7% | $2,241-73.4% |
| Participant deferral / active EE | $1,110 | $2,423-54.2% | $4,581-75.8% | $3,767-70.5% |
| Admin fee / account holder | $7,809 | $3,756+107.9% | $8,261-5.5% | $2,969+163.0% |