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 9-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 | $45,225 | $55,371-18.3% | $95,585-52.7% | $74,304-39.1% |
| Participation rate | 21.5% | 53.8%-32.3pp | 72.1%-50.6pp | 60.3%-38.9pp |
| Annual return | 13.69% | 24.26%-10.6pp | 38.56%-24.9pp | 29.43%-15.7pp |
| Employer contribution / active EE | $982 | $1,437-31.7% | $2,527-61.1% | $2,241-56.2% |
| Participant deferral / active EE | $1,540 | $2,955-47.9% | $4,023-61.7% | $3,767-59.1% |
| Admin fee / account holder | $3,645 | $2,620+39.1% | $6,127-40.5% | $2,969+22.8% |