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 8-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 | $33,170 | $77,899-57.4% | $149,673-77.8% | $75,163-55.9% |
| Participation rate | 53.7% | 65.6%-11.9pp | 78.8%-25.1pp | 67.2%-13.5pp |
| Annual return | 15.20% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,389 | $3,137-55.7% | $4,818-71.2% | $2,670-48.0% |
| Participant deferral / active EE | $1,331 | $3,411-61.0% | $5,680-76.6% | $4,125-67.7% |
| Admin fee / account holder | $1,029 | $5,956-82.7% | $13,210-92.2% | $5,651-81.8% |