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 6-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 | $38,153 | $86,929-56.1% | $102,423-62.7% | $80,856-52.8% |
| Participation rate | 57.4% | 72.4%-14.9pp | 76.5%-19.0pp | 67.6%-10.2pp |
| Annual return | 17.63% | 18.88%-1.2pp | 29.32%-11.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,582 | $2,369-33.2% | $3,023-47.7% | $2,755-42.6% |
| Participant deferral / active EE | $3,538 | $4,118-14.1% | $5,053-30.0% | $4,296-17.6% |
| Admin fee / account holder | $2,195 | $8,049-72.7% | $9,451-76.8% | $6,918-68.3% |