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 | $34,210 | $93,571-63.4% | $135,903-74.8% | $75,163-54.5% |
| Participation rate | 45.0% | 75.2%-30.2pp | 81.9%-36.9pp | 67.2%-22.2pp |
| Annual return | 16.99% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,325 | $6,404-48.1% | $7,758-57.1% | $4,125-19.4% |
| Admin fee / account holder | $6,704 | $6,975-3.9% | $10,762-37.7% | $5,651+18.6% |