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 | $29,163 | $109,881-73.5% | $150,045-80.6% | $84,808-65.6% |
| Participation rate | 51.4% | 76.1%-24.7pp | 82.3%-30.9pp | 68.3%-16.9pp |
| Annual return | 26.81% | 28.25%-1.4pp | 62.55%-35.7pp | 40.90%-14.1pp |
| Employer contribution / active EE | $2,738 | $3,561-23.1% | $4,693-41.7% | $2,631+4.1% |
| Participant deferral / active EE | $5,376 | $6,636-19.0% | $7,997-32.8% | $4,212+27.6% |
| Admin fee / account holder | $7,967 | $8,568-7.0% | $13,435-40.7% | $7,344+8.5% |