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 5-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 | $38,937 | $106,515-63.4% | $96,683-59.7% | $139,434-72.1% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 14.49% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,265 | $4,103-44.8% | $3,737-39.4% | $4,751-52.3% |
| Participant deferral / active EE | $4,152 | $5,454-23.9% | $4,878-14.9% | $6,710-38.1% |
| Admin fee / account holder | $344 | $7,877-95.6% | $6,730-94.9% | $11,403-97.0% |