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 | $36,442 | $127,065-71.3% | $113,168-67.8% | $142,382-74.4% |
| Participation rate | 27.8% | 79.2%-51.4pp | 76.6%-48.8pp | 80.1%-52.3pp |
| Annual return | 30.66% | 24.03%+6.6pp | 24.27%+6.4pp | 217.08%-186.4pp |
| Employer contribution / active EE | $1,851 | $3,442-46.2% | $2,975-37.8% | $4,299-57.0% |
| Participant deferral / active EE | $2,574 | $5,716-55.0% | $5,107-49.6% | $6,507-60.4% |
| Admin fee / account holder | $465 | $15,736-97.0% | $12,068-96.1% | $12,624-96.3% |