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 7-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 | $30,595 | $59,101-48.2% | $77,163-60.3% | $75,163-59.3% |
| Participation rate | 41.6% | 63.9%-22.3pp | 69.6%-28.0pp | 67.2%-25.6pp |
| Annual return | 16.00% | 26.71%-10.7pp | 37.87%-21.9pp | 160.62%-144.6pp |
| Employer contribution / active EE | $765 | $1,995-61.6% | $2,535-69.8% | $2,670-71.3% |
| Participant deferral / active EE | $2,116 | $2,999-29.4% | $3,833-44.8% | $4,125-48.7% |
| Admin fee / account holder | $6,969 | $4,774+46.0% | $5,472+27.3% | $5,651+23.3% |