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 | $32,142 | $80,724-60.2% | $103,333-68.9% | $74,495-56.9% |
| Participation rate | 33.3% | 65.7%-32.3pp | 74.5%-41.2pp | 67.2%-33.9pp |
| Annual return | 17.60% | 27.56%-10.0pp | 24.88%-7.3pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,103 | $3,157-65.1% | $3,868-71.5% | $2,623-57.9% |
| Participant deferral / active EE | $1,891 | $3,860-51.0% | $5,057-62.6% | $4,346-56.5% |
| Admin fee / account holder | $2,211 | $2,368-6.6% | $8,355-73.5% | $1,942+13.9% |