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 | $55,072 | $127,065-56.7% | $113,168-51.3% | $142,382-61.3% |
| Participation rate | 35.7% | 79.2%-43.5pp | 76.6%-40.9pp | 80.1%-44.4pp |
| Annual return | 17.10% | 24.03%-6.9pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,069 | $3,442-68.9% | $2,975-64.1% | $4,299-75.1% |
| Participant deferral / active EE | $2,655 | $5,716-53.5% | $5,107-48.0% | $6,507-59.2% |
| Admin fee / account holder | $7,554 | $15,736-52.0% | $12,068-37.4% | $12,624-40.2% |