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 9-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 | $45,603 | $53,053-14.0% | $126,539-64.0% | $74,304-38.6% |
| Participation rate | 31.2% | 48.0%-16.8pp | 69.8%-38.6pp | 60.3%-29.1pp |
| Annual return | 15.72% | 29.46%-13.7pp | 425.95%-410.2pp | 29.43%-13.7pp |
| Employer contribution / active EE | $347 | $1,168-70.3% | $3,674-90.5% | $2,241-84.5% |
| Participant deferral / active EE | $1,167 | $2,303-49.3% | $4,083-71.4% | $3,767-69.0% |
| Admin fee / account holder | $1,129 | $3,698-69.5% | $6,065-81.4% | $2,969-62.0% |