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 | $49,750 | $95,803-48.1% | $113,168-56.0% | $84,808-41.3% |
| Participation rate | 52.5% | 72.9%-20.4pp | 76.6%-24.1pp | 68.3%-15.8pp |
| Annual return | 19.02% | 25.00%-6.0pp | 24.27%-5.2pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,353 | $2,360-42.7% | $2,975-54.5% | $2,631-48.6% |
| Participant deferral / active EE | $3,417 | $4,242-19.4% | $5,107-33.1% | $4,212-18.9% |
| Admin fee / account holder | $2,236 | $8,989-75.1% | $12,068-81.5% | $7,344-69.6% |