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 9-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 | $63,898 | $109,413-41.6% | $156,263-59.1% | $84,808-24.7% |
| Participation rate | 48.6% | 72.7%-24.1pp | 78.9%-30.3pp | 68.3%-19.7pp |
| Annual return | 19.15% | 20.18%-1.0pp | 59.47%-40.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,474 | $2,907-49.3% | $4,333-66.0% | $2,631-44.0% |
| Participant deferral / active EE | $2,228 | $4,590-51.5% | $6,158-63.8% | $4,212-47.1% |
| Admin fee / account holder | $1,873 | $9,357-80.0% | $14,255-86.9% | $7,344-74.5% |