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 | $55,480 | $95,803-42.1% | $113,168-51.0% | $84,808-34.6% |
| Participation rate | 59.8% | 72.9%-13.1pp | 76.6%-16.8pp | 68.3%-8.5pp |
| Annual return | 18.56% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,249 | $2,360-47.1% | $2,975-58.0% | $2,631-52.5% |
| Participant deferral / active EE | $3,670 | $4,242-13.5% | $5,107-28.1% | $4,212-12.9% |
| Admin fee / account holder | $1,841 | $8,989-79.5% | $12,068-84.7% | $7,344-74.9% |