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 | $39,869 | $89,753-55.6% | $107,525-62.9% | $84,808-53.0% |
| Participation rate | 42.3% | 68.1%-25.8pp | 75.1%-32.8pp | 68.3%-26.0pp |
| Annual return | 20.15% | 29.48%-9.3pp | 181.32%-161.2pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,532 | $3,113-50.8% | $3,754-59.2% | $2,631-41.8% |
| Participant deferral / active EE | $2,469 | $4,056-39.1% | $5,116-51.7% | $4,212-41.4% |
| Admin fee / account holder | $2,116 | $7,222-70.7% | $8,919-76.3% | $7,344-71.2% |