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 4-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 | $29,322 | $43,723-32.9% | $121,196-75.8% | $64,186-54.3% |
| Participation rate | 35.4% | 58.3%-22.9pp | 71.7%-36.4pp | 69.6%-34.2pp |
| Annual return | 10.96% | 68.91%-58.0pp | 16.93%-6.0pp | 7.63%+3.3pp |
| Employer contribution / active EE | $996 | $1,296-23.2% | $4,022-75.2% | $2,381-58.2% |
| Participant deferral / active EE | $1,546 | $2,280-32.2% | $3,344-53.8% | $3,470-55.4% |
| Admin fee / account holder | $4,702 | $3,501+34.3% | $5,019-6.3% | $4,888-3.8% |