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 | $39,884 | $59,584-33.1% | $86,874-54.1% | $79,386-49.8% |
| Participation rate | 26.1% | 67.7%-41.5pp | 71.6%-45.5pp | 70.7%-44.6pp |
| Annual return | 16.57% | 23.15%-6.6pp | 63.52%-47.0pp | 116.85%-100.3pp |
| Employer contribution / active EE | $977 | $1,768-44.7% | $2,495-60.8% | $2,427-59.7% |
| Participant deferral / active EE | $2,441 | $3,036-19.6% | $3,699-34.0% | $4,046-39.7% |
| Admin fee / account holder | $1,401 | $604+131.9% | $5,828-76.0% | $626+123.6% |