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 | $33,943 | $68,547-50.5% | $120,354-71.8% | $80,856-58.0% |
| Participation rate | 47.3% | 61.6%-14.3pp | 71.9%-24.7pp | 67.6%-20.4pp |
| Annual return | 11.13% | 23.60%-12.5pp | 107.15%-96.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,570 | $2,051-23.5% | $3,463-54.7% | $2,755-43.0% |
| Participant deferral / active EE | $2,767 | $3,173-12.8% | $4,991-44.6% | $4,296-35.6% |
| Admin fee / account holder | $5,281 | $5,732-7.9% | $9,423-44.0% | $6,918-23.7% |