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 | $43,659 | $109,881-60.3% | $150,045-70.9% | $84,808-48.5% |
| Participation rate | 46.4% | 76.1%-29.7pp | 82.3%-35.9pp | 68.3%-21.9pp |
| Annual return | 19.40% | 28.25%-8.8pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,486 | $3,561-58.3% | $4,693-68.3% | $2,631-43.5% |
| Participant deferral / active EE | $3,175 | $6,636-52.2% | $7,997-60.3% | $4,212-24.6% |
| Admin fee / account holder | $2,136 | $8,568-75.1% | $13,435-84.1% | $7,344-70.9% |