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 | $39,975 | $101,724-60.7% | $164,813-75.7% | $80,856-50.6% |
| Participation rate | 51.3% | 71.8%-20.5pp | 78.6%-27.3pp | 67.6%-16.4pp |
| Annual return | 13.99% | 16.72%-2.7pp | 69.93%-55.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,847 | $2,953-37.5% | $4,341-57.4% | $2,755-32.9% |
| Participant deferral / active EE | $3,878 | $4,477-13.4% | $6,031-35.7% | $4,296-9.7% |
| Admin fee / account holder | $4,495 | $8,227-45.4% | $12,690-64.6% | $6,918-35.0% |