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 | $39,432 | $80,717-51.1% | $154,803-74.5% | $84,808-53.5% |
| Participation rate | 57.1% | 66.8%-9.7pp | 78.1%-20.9pp | 68.3%-11.2pp |
| Annual return | 18.71% | 37.96%-19.2pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,338 | $2,761-51.5% | $4,305-68.9% | $2,631-49.1% |
| Participant deferral / active EE | $2,769 | $3,303-16.2% | $5,540-50.0% | $4,212-34.3% |
| Admin fee / account holder | $2,428 | $6,746-64.0% | $14,329-83.1% | $7,344-66.9% |