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 | $39,328 | $63,764-38.3% | $81,930-52.0% | $79,858-50.8% |
| Participation rate | 69.0% | 67.5%+1.5pp | 72.0%-3.0pp | 69.6%-0.7pp |
| Annual return | 21.48% | 22.66%-1.2pp | 29.49%-8.0pp | 31.71%-10.2pp |
| Employer contribution / active EE | $2,321 | $1,795+29.3% | $4,310-46.2% | $2,471-6.1% |
| Participant deferral / active EE | $4,630 | $2,780+66.5% | $7,107-34.9% | $3,740+23.8% |
| Admin fee / account holder | $2,616 | $4,426-40.9% | $5,158-49.3% | $5,306-50.7% |