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 | $35,994 | $60,892-40.9% | $82,389-56.3% | $84,808-57.6% |
| Participation rate | 66.7% | 63.3%+3.4pp | 69.5%-2.9pp | 68.3%-1.6pp |
| Annual return | 16.99% | 37.29%-20.3pp | 28.67%-11.7pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,391 | $1,779-21.8% | $2,517-44.7% | $2,631-47.1% |
| Participant deferral / active EE | $3,901 | $3,179+22.7% | $4,155-6.1% | $4,212-7.4% |
| Admin fee / account holder | $8,418 | $5,467+54.0% | $7,231+16.4% | $7,344+14.6% |