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 | $32,548 | $59,417-45.2% | $93,606-65.2% | $74,495-56.3% |
| Participation rate | 45.9% | 59.7%-13.7pp | 68.7%-22.8pp | 67.2%-21.3pp |
| Annual return | 11.46% | 81.83%-70.4pp | 133.20%-121.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,121 | $1,264-11.3% | $2,420-53.7% | $2,623-57.2% |
| Participant deferral / active EE | $2,603 | $3,050-14.7% | $4,411-41.0% | $4,346-40.1% |
| Admin fee / account holder | $1,066 | $3,021-64.7% | $8,285-87.1% | $1,942-45.1% |