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 3-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 | $47,317 | $91,407-48.2% | $135,903-65.2% | $71,457-33.8% |
| Participation rate | 65.5% | 75.7%-10.2pp | 81.9%-16.4pp | 67.9%-2.5pp |
| Annual return | 19.90% | 29.90%-10.0pp | 68.23%-48.3pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,127 | $3,703-69.6% | $4,856-76.8% | $2,588-56.4% |
| Participant deferral / active EE | $3,521 | $7,092-50.3% | $7,758-54.6% | $4,289-17.9% |
| Admin fee / account holder | $623 | $1,266-50.8% | $10,762-94.2% | $1,587-60.7% |