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 4-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 | $55,521 | $89,753-38.1% | $107,525-48.4% | $84,808-34.5% |
| Participation rate | 51.8% | 68.1%-16.3pp | 75.1%-23.3pp | 68.3%-16.5pp |
| Annual return | 14.93% | 29.48%-14.5pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $948 | $3,113-69.6% | $3,754-74.8% | $2,631-64.0% |
| Participant deferral / active EE | $5,421 | $4,056+33.6% | $5,116+6.0% | $4,212+28.7% |
| Admin fee / account holder | $8,554 | $7,222+18.4% | $8,919-4.1% | $7,344+16.5% |