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 | $42,254 | $109,413-61.4% | $156,263-73.0% | $84,808-50.2% |
| Participation rate | 53.3% | 72.7%-19.4pp | 78.9%-25.6pp | 68.3%-15.0pp |
| Annual return | 19.66% | 20.18%-0.5pp | 59.47%-39.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,908 | $2,907-34.4% | $4,333-56.0% | $2,631-27.5% |
| Participant deferral / active EE | $4,014 | $4,590-12.6% | $6,158-34.8% | $4,212-4.7% |
| Admin fee / account holder | $2,261 | $9,357-75.8% | $14,255-84.1% | $7,344-69.2% |