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 | $39,762 | $81,248-51.1% | $155,509-74.4% | $80,856-50.8% |
| Participation rate | 65.5% | 66.2%-0.7pp | 78.2%-12.7pp | 67.6%-2.1pp |
| Annual return | 11.68% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,106 | $3,100-64.3% | $4,672-76.3% | $2,755-59.8% |
| Participant deferral / active EE | $2,570 | $3,452-25.6% | $5,626-54.3% | $4,296-40.2% |
| Admin fee / account holder | $2,846 | $7,997-64.4% | $15,912-82.1% | $6,918-58.9% |