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 | $56,135 | $93,170-39.7% | $100,534-44.2% | $84,808-33.8% |
| Participation rate | 37.1% | 75.8%-38.7pp | 80.6%-43.5pp | 68.3%-31.2pp |
| Annual return | 19.61% | 47.13%-27.5pp | 32.66%-13.1pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,878 | $3,985-52.9% | $4,346-56.8% | $2,631-28.6% |
| Participant deferral / active EE | $3,691 | $5,699-35.2% | $6,144-39.9% | $4,212-12.4% |
| Admin fee / account holder | $844 | $7,382-88.6% | $7,654-89.0% | $7,344-88.5% |