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 | $29,629 | $51,175-42.1% | $70,515-58.0% | $75,163-60.6% |
| Participation rate | 32.4% | 60.9%-28.6pp | 68.3%-36.0pp | 67.2%-34.8pp |
| Annual return | 17.62% | 30.02%-12.4pp | 32.77%-15.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $651 | $1,826-64.3% | $2,973-78.1% | $2,670-75.6% |
| Participant deferral / active EE | $2,087 | $2,849-26.8% | $4,567-54.3% | $4,125-49.4% |
| Admin fee / account holder | $1,243 | $4,091-69.6% | $6,412-80.6% | $5,651-78.0% |