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 | $41,641 | $80,717-48.4% | $154,803-73.1% | $84,808-50.9% |
| Participation rate | 59.3% | 66.8%-7.5pp | 78.1%-18.8pp | 68.3%-9.0pp |
| Annual return | 15.50% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,561 | $2,761-43.5% | $4,305-63.8% | $2,631-40.7% |
| Participant deferral / active EE | $2,896 | $3,303-12.3% | $5,540-47.7% | $4,212-31.2% |
| Admin fee / account holder | $4,796 | $6,746-28.9% | $14,329-66.5% | $7,344-34.7% |