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 | $58,231 | $74,927-22.3% | $101,794-42.8% | $84,808-31.3% |
| Participation rate | 39.0% | 61.4%-22.4pp | 69.2%-30.2pp | 68.3%-29.3pp |
| Annual return | 18.38% | 18.70%-0.3pp | 30.53%-12.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $838 | $1,522-44.9% | $2,289-63.4% | $2,631-68.1% |
| Participant deferral / active EE | $2,069 | $3,099-33.2% | $4,084-49.3% | $4,212-50.9% |
| Admin fee / account holder | $2,308 | $6,514-64.6% | $8,777-73.7% | $7,344-68.6% |