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 | $30,991 | $61,272-49.4% | $149,673-79.3% | $71,457-56.6% |
| Participation rate | 59.8% | 62.5%-2.7pp | 78.8%-18.9pp | 67.9%-8.1pp |
| Annual return | 30.41% | 35.85%-5.4pp | 134.42%-104.0pp | 28.85%+1.6pp |
| Employer contribution / active EE | $1,046 | $2,378-56.0% | $4,818-78.3% | $2,588-59.6% |
| Participant deferral / active EE | $1,986 | $2,917-31.9% | $5,680-65.0% | $4,289-53.7% |
| Admin fee / account holder | $5,733 | $1,261+354.5% | $13,210-56.6% | $1,587+261.2% |