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 | $46,860 | $104,974-55.4% | $95,585-51.0% | $142,382-67.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 17.89% | 210.33%-192.4pp | 38.56%-20.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,055 | $2,779-26.0% | $2,527-18.7% | $4,299-52.2% |
| Participant deferral / active EE | $9,633 | $4,352+121.3% | $4,023+139.5% | $6,507+48.0% |
| Admin fee / account holder | $706 | $6,386-88.9% | $6,127-88.5% | $12,624-94.4% |