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 7-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 | $57,639 | $80,717-28.6% | $154,803-62.8% | $84,808-32.0% |
| Participation rate | 63.8% | 66.8%-3.0pp | 78.1%-14.3pp | 68.3%-4.5pp |
| Annual return | 17.87% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,462 | $2,761-47.1% | $4,305-66.0% | $2,631-44.4% |
| Participant deferral / active EE | $2,392 | $3,303-27.6% | $5,540-56.8% | $4,212-43.2% |
| Admin fee / account holder | $1,655 | $6,746-75.5% | $14,329-88.5% | $7,344-77.5% |