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 | $60,828 | $148,978-59.2% | $200,582-69.7% | $84,808-28.3% |
| Participation rate | 65.4% | 84.2%-18.8pp | 86.9%-21.5pp | 68.3%-2.9pp |
| Annual return | 17.02% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,692 | $4,815-64.9% | $6,419-73.6% | $2,631-35.7% |
| Participant deferral / active EE | $3,942 | $7,142-44.8% | $9,331-57.8% | $4,212-6.4% |
| Admin fee / account holder | $1,583 | $13,977-88.7% | $16,305-90.3% | $7,344-78.4% |