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 | $33,446 | $71,050-52.9% | $93,606-64.3% | $80,856-58.6% |
| Participation rate | 42.4% | 60.4%-18.0pp | 68.7%-26.3pp | 67.6%-25.2pp |
| Annual return | 12.86% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,424 | $1,564-8.9% | $2,420-41.2% | $2,755-48.3% |
| Participant deferral / active EE | $1,937 | $4,034-52.0% | $4,411-56.1% | $4,296-54.9% |
| Admin fee / account holder | $3,337 | $6,945-51.9% | $8,285-59.7% | $6,918-51.8% |