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 7-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 | $32,483 | $80,717-59.8% | $154,803-79.0% | $84,808-61.7% |
| Participation rate | 60.6% | 66.8%-6.2pp | 78.1%-17.5pp | 68.3%-7.7pp |
| Annual return | 18.61% | 37.96%-19.3pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,822 | $2,761-34.0% | $4,305-57.7% | $2,631-30.8% |
| Participant deferral / active EE | $3,578 | $3,303+8.3% | $5,540-35.4% | $4,212-15.1% |
| Admin fee / account holder | $885 | $6,746-86.9% | $14,329-93.8% | $7,344-88.0% |