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 | $32,293 | $81,248-60.3% | $155,509-79.2% | $80,856-60.1% |
| Participation rate | 58.3% | 66.2%-7.9pp | 78.2%-19.9pp | 67.6%-9.3pp |
| Annual return | 12.03% | 33.31%-21.3pp | 64.67%-52.6pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,499 | $3,100-51.6% | $4,672-67.9% | $2,755-45.6% |
| Participant deferral / active EE | $917 | $3,452-73.4% | $5,626-83.7% | $4,296-78.6% |
| Admin fee / account holder | $2,169 | $7,997-72.9% | $15,912-86.4% | $6,918-68.6% |