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 | $55,204 | $109,413-49.5% | $156,263-64.7% | $84,808-34.9% |
| Participation rate | 48.7% | 72.7%-24.0pp | 78.9%-30.2pp | 68.3%-19.6pp |
| Annual return | 35.17% | 20.18%+15.0pp | 59.47%-24.3pp | 40.90%-5.7pp |
| Employer contribution / active EE | $1,942 | $2,907-33.2% | $4,333-55.2% | $2,631-26.2% |
| Participant deferral / active EE | $3,769 | $4,590-17.9% | $6,158-38.8% | $4,212-10.5% |
| Admin fee / account holder | $4,515 | $9,357-51.7% | $14,255-68.3% | $7,344-38.5% |