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 | $56,949 | $81,248-29.9% | $155,509-63.4% | $80,856-29.6% |
| Participation rate | 61.3% | 66.2%-4.9pp | 78.2%-16.9pp | 67.6%-6.3pp |
| Annual return | 33.17% | 33.31%-0.1pp | 64.67%-31.5pp | 35.59%-2.4pp |
| Employer contribution / active EE | $1,283 | $3,100-58.6% | $4,672-72.5% | $2,755-53.4% |
| Participant deferral / active EE | $3,272 | $3,452-5.2% | $5,626-41.8% | $4,296-23.8% |
| Admin fee / account holder | $1,783 | $7,997-77.7% | $15,912-88.8% | $6,918-74.2% |