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 | $10,821 | $81,248-86.7% | $155,509-93.0% | $80,856-86.6% |
| Participation rate | 64.3% | 66.2%-1.9pp | 78.2%-13.9pp | 67.6%-3.4pp |
| Annual return | 40.30% | 33.31%+7.0pp | 64.67%-24.4pp | 35.59%+4.7pp |
| Employer contribution / active EE | $1,106 | $3,100-64.3% | $4,672-76.3% | $2,755-59.9% |
| Participant deferral / active EE | $3,295 | $3,452-4.5% | $5,626-41.4% | $4,296-23.3% |
| Admin fee / account holder | $2,319 | $7,997-71.0% | $15,912-85.4% | $6,918-66.5% |