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 6-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 | $47,535 | $80,717-41.1% | $154,803-69.3% | $84,808-43.9% |
| Participation rate | 61.8% | 66.8%-5.0pp | 78.1%-16.3pp | 68.3%-6.5pp |
| Annual return | 17.95% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $775 | $2,761-71.9% | $4,305-82.0% | $2,631-70.5% |
| Participant deferral / active EE | $2,810 | $3,303-14.9% | $5,540-49.3% | $4,212-33.3% |
| Admin fee / account holder | $5,301 | $6,746-21.4% | $14,329-63.0% | $7,344-27.8% |