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 8-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 | $32,511 | $63,764-49.0% | $81,930-60.3% | $79,858-59.3% |
| Participation rate | 26.9% | 67.5%-40.6pp | 72.0%-45.1pp | 69.6%-42.7pp |
| Annual return | 19.23% | 22.66%-3.4pp | 29.49%-10.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $529 | $1,795-70.5% | $4,310-87.7% | $2,471-78.6% |
| Participant deferral / active EE | $1,645 | $2,780-40.8% | $7,107-76.8% | $3,740-56.0% |
| Admin fee / account holder | $413 | $4,426-90.7% | $5,158-92.0% | $5,306-92.2% |