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 | $37,625 | $46,869-19.7% | $122,332-69.2% | $70,131-46.4% |
| Participation rate | 53.1% | 58.2%-5.1pp | 71.6%-18.6pp | 69.5%-16.5pp |
| Annual return | 16.94% | 24.22%-7.3pp | 30.27%-13.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,513 | $1,288+17.5% | $4,050-62.6% | $2,342-35.4% |
| Participant deferral / active EE | $2,623 | $2,166+21.1% | $3,287-20.2% | $3,332-21.3% |
| Admin fee / account holder | $5,367 | $3,322+61.6% | $5,478-2.0% | $4,645+15.5% |