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 7-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 | $41,751 | $49,915-16.4% | $154,803-73.0% | $74,304-43.8% |
| Participation rate | 40.6% | 54.0%-13.4pp | 78.1%-37.5pp | 60.3%-19.8pp |
| Annual return | 12.99% | 34.06%-21.1pp | 58.88%-45.9pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,385 | $1,611-14.0% | $4,305-67.8% | $2,241-38.2% |
| Participant deferral / active EE | $2,146 | $2,255-4.8% | $5,540-61.3% | $3,767-43.0% |
| Admin fee / account holder | $2,247 | $2,189+2.6% | $14,329-84.3% | $2,969-24.3% |