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 6-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 | $30,542 | $24,730+23.5% | $66,042-53.8% | $84,808-64.0% |
| Participation rate | 34.7% | 68.1%-33.4pp | 67.5%-32.8pp | 68.3%-33.6pp |
| Annual return | 16.65% | 79.55%-62.9pp | 52.11%-35.5pp | 40.90%-24.2pp |
| Employer contribution / active EE | $759 | $857-11.4% | $1,579-52.0% | $2,631-71.2% |
| Participant deferral / active EE | $1,441 | $1,737-17.1% | $2,835-49.2% | $4,212-65.8% |
| Admin fee / account holder | $1,784 | $3,014-40.8% | $5,747-69.0% | $7,344-75.7% |