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 6-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 | $36,318 | $95,880-62.1% | $107,525-66.2% | $85,563-57.6% |
| Participation rate | 27.2% | 70.1%-43.0pp | 75.1%-47.9pp | 66.0%-38.8pp |
| Annual return | 16.54% | 68.06%-51.5pp | 181.32%-164.8pp | 31.51%-15.0pp |
| Employer contribution / active EE | $866 | $3,812-77.3% | $3,754-76.9% | $2,654-67.4% |
| Participant deferral / active EE | $1,555 | $4,201-63.0% | $5,116-69.6% | $4,375-64.5% |
| Admin fee / account holder | $2,531 | $1,025+146.8% | $8,919-71.6% | $834+203.4% |