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 3-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 | $51,077 | $148,978-65.7% | $200,582-74.5% | $84,808-39.8% |
| Participation rate | 63.9% | 84.2%-20.3pp | 86.9%-23.0pp | 68.3%-4.4pp |
| Annual return | 14.48% | 28.16%-13.7pp | 42.33%-27.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,891 | $4,815-60.7% | $6,419-70.5% | $2,631-28.1% |
| Participant deferral / active EE | $7,294 | $7,142+2.1% | $9,331-21.8% | $4,212+73.2% |
| Admin fee / account holder | $34,233 | $13,977+144.9% | $16,305+110.0% | $7,344+366.1% |