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 | $72,923 | $109,881-33.6% | $150,045-51.4% | $84,808-14.0% |
| Participation rate | 43.9% | 76.1%-32.2pp | 82.3%-38.5pp | 68.3%-24.5pp |
| Annual return | 17.77% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,491 | $3,561-58.1% | $4,693-68.2% | $2,631-43.3% |
| Participant deferral / active EE | $3,805 | $6,636-42.7% | $7,997-52.4% | $4,212-9.7% |
| Admin fee / account holder | $362 | $8,568-95.8% | $13,435-97.3% | $7,344-95.1% |