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 3-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 | $42,185 | $114,381-63.1% | $107,525-60.8% | $142,382-70.4% |
| Participation rate | 39.1% | 78.1%-39.0pp | 75.1%-35.9pp | 80.1%-41.0pp |
| Annual return | 19.85% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,567 | $4,015-61.0% | $3,754-58.2% | $4,299-63.5% |
| Participant deferral / active EE | $4,294 | $5,564-22.8% | $5,116-16.1% | $6,507-34.0% |
| Admin fee / account holder | $1,791 | $9,860-81.8% | $8,919-79.9% | $12,624-85.8% |