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 4-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 | $49,178 | $54,705-10.1% | $71,209-30.9% | $84,808-42.0% |
| Participation rate | 52.9% | 64.1%-11.1pp | 73.8%-20.8pp | 68.3%-15.4pp |
| Annual return | 19.58% | 35.90%-16.3pp | 282.51%-262.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,174 | $2,158+0.8% | $2,721-20.1% | $2,631-17.4% |
| Participant deferral / active EE | $3,971 | $3,030+31.0% | $4,175-4.9% | $4,212-5.7% |
| Admin fee / account holder | $1,315 | $4,863-73.0% | $5,349-75.4% | $7,344-82.1% |