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 | $36,677 | $81,460-55.0% | $103,333-64.5% | $80,856-54.6% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 15.06% | 25.55%-10.5pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,629 | $3,105-15.3% | $3,868-32.0% | $2,755-4.6% |
| Participant deferral / active EE | $6,419 | $3,869+65.9% | $5,057+26.9% | $4,296+49.4% |
| Admin fee / account holder | $547 | $6,566-91.7% | $8,355-93.4% | $6,918-92.1% |