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 6-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 | $35,507 | $39,019-9.0% | $80,716-56.0% | $85,850-58.6% |
| Participation rate | 28.6% | 41.5%-13.0pp | 54.2%-25.6pp | 69.3%-40.7pp |
| Annual return | 20.09% | 26.27%-6.2pp | 87.28%-67.2pp | 318.53%-298.4pp |
| Employer contribution / active EE | $619 | $722-14.3% | $1,160-46.6% | $2,565-75.9% |
| Participant deferral / active EE | $2,905 | $1,326+119.1% | $2,146+35.4% | $3,952-26.5% |
| Admin fee / account holder | $2,732 | $2,431+12.4% | $3,380-19.2% | $6,260-56.4% |