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 | $49,674 | $109,413-54.6% | $156,263-68.2% | $84,808-41.4% |
| Participation rate | 63.0% | 72.7%-9.7pp | 78.9%-15.9pp | 68.3%-5.3pp |
| Annual return | 17.88% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,319 | $2,907-20.2% | $4,333-46.5% | $2,631-11.9% |
| Participant deferral / active EE | $4,552 | $4,590-0.8% | $6,158-26.1% | $4,212+8.1% |
| Admin fee / account holder | $962 | $9,357-89.7% | $14,255-93.3% | $7,344-86.9% |