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 | $39,629 | $109,413-63.8% | $156,263-74.6% | $84,808-53.3% |
| Participation rate | 38.2% | 72.7%-34.5pp | 78.9%-40.7pp | 68.3%-30.1pp |
| Annual return | 13.49% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,685 | $2,907-42.0% | $4,333-61.1% | $2,631-36.0% |
| Participant deferral / active EE | $3,336 | $4,590-27.3% | $6,158-45.8% | $4,212-20.8% |
| Admin fee / account holder | $24,536 | $9,357+162.2% | $14,255+72.1% | $7,344+234.1% |