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 | $50,114 | $65,365-23.3% | $92,893-46.1% | $72,985-31.3% |
| Participation rate | 57.1% | 68.3%-11.2pp | 76.0%-18.9pp | 69.5%-12.3pp |
| Annual return | 21.80% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,505 | $2,594-42.0% | $3,653-58.8% | $2,440-38.3% |
| Participant deferral / active EE | $2,313 | $3,128-26.1% | $4,236-45.4% | $3,607-35.9% |
| Admin fee / account holder | $2,880 | $4,251-32.2% | $5,794-50.3% | $5,124-43.8% |