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 | $41,818 | $117,983-64.6% | $101,794-58.9% | $142,382-70.6% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.2%-33.5pp | 80.1%-44.4pp |
| Annual return | 13.86% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,287 | $2,773-53.6% | $2,289-43.8% | $4,299-70.1% |
| Participant deferral / active EE | $2,092 | $4,714-55.6% | $4,084-48.8% | $6,507-67.9% |
| Admin fee / account holder | $24,389 | $10,433+133.8% | $8,777+177.9% | $12,624+93.2% |