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 | $32,666 | $81,248-59.8% | $155,509-79.0% | $80,856-59.6% |
| Participation rate | 68.1% | 66.2%+1.9pp | 78.2%-10.1pp | 67.6%+0.4pp |
| Annual return | 16.20% | 33.31%-17.1pp | 64.67%-48.5pp | 35.59%-19.4pp |
| Employer contribution / active EE | $787 | $3,100-74.6% | $4,672-83.2% | $2,755-71.4% |
| Participant deferral / active EE | $2,951 | $3,452-14.5% | $5,626-47.6% | $4,296-31.3% |
| Admin fee / account holder | $1,257 | $7,997-84.3% | $15,912-92.1% | $6,918-81.8% |