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 | $29,691 | $81,248-63.5% | $155,509-80.9% | $80,856-63.3% |
| Participation rate | 64.4% | 66.2%-1.8pp | 78.2%-13.7pp | 67.6%-3.2pp |
| Annual return | 18.97% | 33.31%-14.3pp | 64.67%-45.7pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,093 | $3,100-64.7% | $4,672-76.6% | $2,755-60.3% |
| Participant deferral / active EE | $3,609 | $3,452+4.6% | $5,626-35.8% | $4,296-16.0% |
| Admin fee / account holder | $638 | $7,997-92.0% | $15,912-96.0% | $6,918-90.8% |