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 | $51,903 | $109,881-52.8% | $150,045-65.4% | $84,808-38.8% |
| Participation rate | 39.5% | 76.1%-36.6pp | 82.3%-42.8pp | 68.3%-28.8pp |
| Annual return | 15.53% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,060 | $3,561-70.2% | $4,693-77.4% | $2,631-59.7% |
| Participant deferral / active EE | $3,812 | $6,636-42.6% | $7,997-52.3% | $4,212-9.5% |
| Admin fee / account holder | $4,185 | $8,568-51.2% | $13,435-68.9% | $7,344-43.0% |