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 | $35,986 | $93,571-61.5% | $135,903-73.5% | $75,163-52.1% |
| Participation rate | 56.4% | 75.2%-18.8pp | 81.9%-25.5pp | 67.2%-10.8pp |
| Annual return | 15.91% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $957 | $3,537-72.9% | $4,856-80.3% | $2,670-64.2% |
| Participant deferral / active EE | $2,569 | $6,404-59.9% | $7,758-66.9% | $4,125-37.7% |
| Admin fee / account holder | $11,226 | $6,975+60.9% | $10,762+4.3% | $5,651+98.7% |