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 | $31,128 | $93,571-66.7% | $135,903-77.1% | $75,163-58.6% |
| Participation rate | 49.2% | 75.2%-25.9pp | 81.9%-32.7pp | 67.2%-18.0pp |
| Annual return | 17.71% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,310 | $3,537-63.0% | $4,856-73.0% | $2,670-50.9% |
| Participant deferral / active EE | $3,120 | $6,404-51.3% | $7,758-59.8% | $4,125-24.4% |
| Admin fee / account holder | $939 | $6,975-86.5% | $10,762-91.3% | $5,651-83.4% |