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 8-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 | $47,877 | $78,926-39.3% | $136,749-65.0% | $84,808-43.5% |
| Participation rate | 44.8% | 62.2%-17.3pp | 72.1%-27.3pp | 68.3%-23.5pp |
| Annual return | 14.88% | 18.17%-3.3pp | 24.33%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,136 | $2,134-46.8% | $3,400-66.6% | $2,631-56.8% |
| Participant deferral / active EE | $2,540 | $3,168-19.8% | $4,692-45.9% | $4,212-39.7% |
| Admin fee / account holder | $2,878 | $6,369-54.8% | $11,386-74.7% | $7,344-60.8% |