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 | $38,556 | $74,888-48.5% | $71,209-45.9% | $142,382-72.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 32.04% | 345.14%-313.1pp | 282.51%-250.5pp | 217.08%-185.0pp |
| Employer contribution / active EE | $2,014 | $2,854-29.4% | $2,721-26.0% | $4,299-53.1% |
| Participant deferral / active EE | $3,264 | $4,454-26.7% | $4,175-21.8% | $6,507-49.8% |
| Admin fee / account holder | $1,852 | $5,568-66.7% | $5,349-65.4% | $12,624-85.3% |