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 | $62,990 | $110,257-42.9% | $96,544-34.8% | $139,434-54.8% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 16.80% | 26.32%-9.5pp | 25.84%-9.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,669 | $3,620-53.9% | $2,965-43.7% | $4,751-64.9% |
| Participant deferral / active EE | $1,898 | $5,548-65.8% | $4,851-60.9% | $6,710-71.7% |
| Admin fee / account holder | $3,837 | $11,591-66.9% | $8,252-53.5% | $11,403-66.3% |