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 | $52,954 | $148,978-64.5% | $200,582-73.6% | $84,808-37.6% |
| Participation rate | 40.0% | 84.2%-44.2pp | 86.9%-46.9pp | 68.3%-28.3pp |
| Annual return | 19.52% | 28.16%-8.6pp | 42.33%-22.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,587 | $4,815-46.3% | $6,419-59.7% | $2,631-1.7% |
| Participant deferral / active EE | $4,808 | $7,142-32.7% | $9,331-48.5% | $4,212+14.2% |
| Admin fee / account holder | $4,315 | $13,977-69.1% | $16,305-73.5% | $7,344-41.2% |