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 | $38,660 | $62,624-38.3% | $177,989-78.3% | $77,643-50.2% |
| Participation rate | 33.8% | 66.8%-33.0pp | 77.1%-43.3pp | 70.6%-36.8pp |
| Annual return | 35.47% | 16.16%+19.3pp | 294.48%-259.0pp | 31.24%+4.2pp |
| Employer contribution / active EE | $855 | $1,909-55.2% | $3,949-78.3% | $2,726-68.6% |
| Participant deferral / active EE | $1,572 | $4,219-62.7% | $6,276-74.9% | $4,647-66.2% |
| Admin fee / account holder | $2,606 | $386+575.4% | $10,363-74.9% | $430+505.4% |