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 | $39,098 | $64,480-39.4% | $81,382-52.0% | $80,856-51.6% |
| Participation rate | 39.5% | 63.9%-24.3pp | 69.5%-30.0pp | 67.6%-28.1pp |
| Annual return | 13.38% | 16.34%-3.0pp | 24.73%-11.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $725 | $1,978-63.3% | $2,463-70.5% | $2,755-73.7% |
| Participant deferral / active EE | $2,178 | $3,094-29.6% | $3,883-43.9% | $4,296-49.3% |
| Admin fee / account holder | $2,030 | $5,671-64.2% | $5,768-64.8% | $6,918-70.7% |