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 7-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 | $50,240 | $76,552-34.4% | $123,892-59.4% | $62,891-20.1% |
| Participation rate | 64.5% | 73.0%-8.5pp | 81.4%-16.9pp | 69.3%-4.8pp |
| Annual return | 7.23% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,177 | $2,883-59.2% | $4,617-74.5% | $2,281-48.4% |
| Participant deferral / active EE | $2,530 | $4,840-47.7% | $5,984-57.7% | $3,203-21.0% |
| Admin fee / account holder | $497 | $4,826-89.7% | $8,357-94.0% | $4,296-88.4% |