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 | $47,694 | $80,673-40.9% | $101,326-52.9% | $84,808-43.8% |
| Participation rate | 64.1% | 77.8%-13.7pp | 81.5%-17.4pp | 68.3%-4.2pp |
| Annual return | 34.79% | 38.95%-4.2pp | 36.82%-2.0pp | 40.90%-6.1pp |
| Employer contribution / active EE | $781 | $2,698-71.0% | $3,665-78.7% | $2,631-70.3% |
| Participant deferral / active EE | $5,745 | $6,840-16.0% | $7,994-28.1% | $4,212+36.4% |
| Admin fee / account holder | $7,208 | $12,784-43.6% | $11,185-35.6% | $7,344-1.8% |