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 6-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 | $43,959 | $74,927-41.3% | $101,794-56.8% | $84,808-48.2% |
| Participation rate | 27.3% | 61.4%-34.1pp | 69.2%-41.9pp | 68.3%-41.0pp |
| Annual return | 18.16% | 18.70%-0.5pp | 30.53%-12.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,020 | $1,522-33.0% | $2,289-55.4% | $2,631-61.2% |
| Participant deferral / active EE | $2,437 | $3,099-21.4% | $4,084-40.3% | $4,212-42.1% |
| Admin fee / account holder | $3,130 | $6,514-51.9% | $8,777-64.3% | $7,344-57.4% |