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 6-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 | $34,293 | $101,724-66.3% | $164,813-79.2% | $80,856-57.6% |
| Participation rate | 59.0% | 71.8%-12.8pp | 78.6%-19.6pp | 67.6%-8.6pp |
| Annual return | 24.72% | 16.72%+8.0pp | 69.93%-45.2pp | 35.59%-10.9pp |
| Employer contribution / active EE | $1,274 | $2,953-56.9% | $4,341-70.6% | $2,755-53.8% |
| Participant deferral / active EE | $2,570 | $4,477-42.6% | $6,031-57.4% | $4,296-40.2% |
| Admin fee / account holder | $1,322 | $8,227-83.9% | $12,690-89.6% | $6,918-80.9% |