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 3-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 | $31,982 | $71,050-55.0% | $93,606-65.8% | $80,856-60.4% |
| Participation rate | 34.0% | 60.4%-26.4pp | 68.7%-34.7pp | 67.6%-33.6pp |
| Annual return | 15.55% | 11.26%+4.3pp | 133.20%-117.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,480 | $1,564-5.3% | $2,420-38.8% | $2,755-46.3% |
| Participant deferral / active EE | $3,894 | $4,034-3.5% | $4,411-11.7% | $4,296-9.3% |
| Admin fee / account holder | $1,572 | $6,945-77.4% | $8,285-81.0% | $6,918-77.3% |