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 3-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 | $34,066 | $133,922-74.6% | $116,228-70.7% | $142,382-76.1% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.6%-29.1pp | 80.1%-34.7pp |
| Annual return | 19.30% | 147.76%-128.5pp | 90.06%-70.8pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,370 | $3,446-60.2% | $2,994-54.2% | $4,299-68.1% |
| Participant deferral / active EE | $2,562 | $5,672-54.8% | $4,953-48.3% | $6,507-60.6% |
| Admin fee / account holder | $776 | $14,945-94.8% | $11,989-93.5% | $12,624-93.9% |