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 | $47,006 | $81,248-42.1% | $155,509-69.8% | $80,856-41.9% |
| Participation rate | 56.0% | 66.2%-10.2pp | 78.2%-22.2pp | 67.6%-11.6pp |
| Annual return | 13.22% | 33.31%-20.1pp | 64.67%-51.4pp | 35.59%-22.4pp |
| Employer contribution / active EE | $783 | $3,100-74.7% | $4,672-83.2% | $2,755-71.6% |
| Participant deferral / active EE | $3,009 | $3,452-12.8% | $5,626-46.5% | $4,296-30.0% |
| Admin fee / account holder | $844 | $7,997-89.4% | $15,912-94.7% | $6,918-87.8% |