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 5-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 | $50,351 | $80,724-37.6% | $103,333-51.3% | $74,495-32.4% |
| Participation rate | 29.4% | 65.7%-36.3pp | 74.5%-45.2pp | 67.2%-37.8pp |
| Annual return | 13.81% | 27.56%-13.8pp | 24.88%-11.1pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,165 | $3,157-63.1% | $3,868-69.9% | $2,623-55.6% |
| Participant deferral / active EE | $1,844 | $3,860-52.2% | $5,057-63.5% | $4,346-57.6% |
| Admin fee / account holder | $2,552 | $2,368+7.8% | $8,355-69.5% | $1,942+31.4% |