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 | $29,714 | $81,248-63.4% | $155,509-80.9% | $80,856-63.3% |
| Participation rate | 59.1% | 66.2%-7.1pp | 78.2%-19.0pp | 67.6%-8.5pp |
| Annual return | 27.13% | 33.31%-6.2pp | 64.67%-37.5pp | 35.59%-8.5pp |
| Employer contribution / active EE | $2,010 | $3,100-35.2% | $4,672-57.0% | $2,755-27.0% |
| Participant deferral / active EE | $5,346 | $3,452+54.9% | $5,626-5.0% | $4,296+24.5% |
| Admin fee / account holder | $2,727 | $7,997-65.9% | $15,912-82.9% | $6,918-60.6% |