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 | $53,127 | $109,881-51.7% | $150,045-64.6% | $84,808-37.4% |
| Participation rate | 50.0% | 76.1%-26.1pp | 82.3%-32.3pp | 68.3%-18.3pp |
| Annual return | 15.63% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,346 | $3,561-62.2% | $4,693-71.3% | $2,631-48.8% |
| Participant deferral / active EE | $2,871 | $6,636-56.7% | $7,997-64.1% | $4,212-31.8% |
| Admin fee / account holder | $2,984 | $8,568-65.2% | $13,435-77.8% | $7,344-59.4% |