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 | $29,842 | $81,248-63.3% | $155,509-80.8% | $80,856-63.1% |
| Participation rate | 54.9% | 66.2%-11.3pp | 78.2%-23.3pp | 67.6%-12.7pp |
| Annual return | 12.05% | 33.31%-21.3pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $710 | $3,100-77.1% | $4,672-84.8% | $2,755-74.2% |
| Participant deferral / active EE | $3,192 | $3,452-7.5% | $5,626-43.3% | $4,296-25.7% |
| Admin fee / account holder | $2,725 | $7,997-65.9% | $15,912-82.9% | $6,918-60.6% |