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 | $43,348 | $93,571-53.7% | $135,903-68.1% | $75,163-42.3% |
| Participation rate | 47.9% | 75.2%-27.3pp | 81.9%-34.0pp | 67.2%-19.3pp |
| Annual return | 23.26% | 30.90%-7.6pp | 68.23%-45.0pp | 160.62%-137.4pp |
| Employer contribution / active EE | $1,474 | $3,537-58.3% | $4,856-69.6% | $2,670-44.8% |
| Participant deferral / active EE | $4,478 | $6,404-30.1% | $7,758-42.3% | $4,125+8.5% |
| Admin fee / account holder | $353 | $6,975-94.9% | $10,762-96.7% | $5,651-93.8% |