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 6-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 | $48,089 | $82,917-42.0% | $103,333-53.5% | $77,643-38.1% |
| Participation rate | 21.9% | 71.6%-49.7pp | 74.5%-52.6pp | 70.6%-48.7pp |
| Annual return | 17.33% | 19.13%-1.8pp | 24.88%-7.6pp | 31.24%-13.9pp |
| Employer contribution / active EE | $1,100 | $3,552-69.0% | $3,868-71.5% | $2,726-59.6% |
| Participant deferral / active EE | $2,333 | $4,108-43.2% | $5,057-53.9% | $4,647-49.8% |
| Admin fee / account holder | $2,148 | $638+236.7% | $8,355-74.3% | $430+399.1% |