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 | $43,793 | $86,929-49.6% | $102,423-57.2% | $80,856-45.8% |
| Participation rate | 41.5% | 72.4%-30.9pp | 76.5%-35.0pp | 67.6%-26.2pp |
| Annual return | 13.46% | 18.88%-5.4pp | 29.32%-15.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,129 | $4,118-48.3% | $5,053-57.9% | $4,296-50.4% |
| Admin fee / account holder | $4,889 | $8,049-39.3% | $9,451-48.3% | $6,918-29.3% |