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 8-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 | $41,407 | $81,460-49.2% | $103,333-59.9% | $80,856-48.8% |
| Participation rate | 28.1% | 66.8%-38.7pp | 74.5%-46.4pp | 67.6%-39.5pp |
| Annual return | 16.20% | 25.55%-9.3pp | 24.88%-8.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,041 | $3,105-66.5% | $3,868-73.1% | $2,755-62.2% |
| Participant deferral / active EE | $2,003 | $3,869-48.2% | $5,057-60.4% | $4,296-53.4% |
| Admin fee / account holder | $392 | $6,566-94.0% | $8,355-95.3% | $6,918-94.3% |