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 | $45,354 | $117,983-61.6% | $101,794-55.4% | $142,382-68.1% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.2%-39.2pp | 80.1%-50.1pp |
| Annual return | 20.62% | 36.92%-16.3pp | 30.53%-9.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $627 | $2,773-77.4% | $2,289-72.6% | $4,299-85.4% |
| Participant deferral / active EE | $2,157 | $4,714-54.2% | $4,084-47.2% | $6,507-66.9% |
| Admin fee / account holder | $3,530 | $10,433-66.2% | $8,777-59.8% | $12,624-72.0% |