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 | $37,040 | $56,767-34.8% | $101,794-63.6% | $85,563-56.7% |
| Participation rate | 37.5% | 57.6%-20.1pp | 69.2%-31.7pp | 66.0%-28.5pp |
| Annual return | 90.83% | 17.76%+73.1pp | 30.53%+60.3pp | 31.51%+59.3pp |
| Employer contribution / active EE | $822 | $1,112-26.1% | $2,289-64.1% | $2,654-69.0% |
| Participant deferral / active EE | $1,420 | $2,720-47.8% | $4,084-65.2% | $4,375-67.5% |
| Admin fee / account holder | $1,389 | $1,098+26.5% | $8,777-84.2% | $834+66.6% |