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 3-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 | $54,015 | $77,314-30.1% | $177,989-69.7% | $80,856-33.2% |
| Participation rate | 67.6% | 65.7%+1.9pp | 77.1%-9.5pp | 67.6%-0.1pp |
| Annual return | 17.11% | 18.09%-1.0pp | 294.48%-277.4pp | 35.59%-18.5pp |
| Employer contribution / active EE | $946 | $2,292-58.7% | $3,949-76.0% | $2,755-65.7% |
| Participant deferral / active EE | $3,695 | $4,411-16.2% | $6,276-41.1% | $4,296-14.0% |
| Admin fee / account holder | $12,090 | $7,191+68.1% | $10,363+16.7% | $6,918+74.8% |