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 | $51,382 | $49,915+2.9% | $154,803-66.8% | $74,304-30.8% |
| Participation rate | 43.0% | 54.0%-11.0pp | 78.1%-35.1pp | 60.3%-17.4pp |
| Annual return | 17.79% | 34.06%-16.3pp | 58.88%-41.1pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,608 | $1,611-0.2% | $4,305-62.7% | $2,241-28.3% |
| Participant deferral / active EE | $3,451 | $2,255+53.0% | $5,540-37.7% | $3,767-8.4% |
| Admin fee / account holder | $5,776 | $2,189+163.9% | $14,329-59.7% | $2,969+94.6% |