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 3-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 | $25,160 | $48,795-48.4% | $65,493-61.6% | $84,808-70.3% |
| Participation rate | 23.9% | 67.0%-43.0pp | 73.1%-49.1pp | 68.3%-44.4pp |
| Annual return | 31.09% | 20.20%+10.9pp | 982.45%-951.4pp | 40.90%-9.8pp |
| Employer contribution / active EE | $1,437 | $1,930-25.5% | $2,574-44.2% | $2,631-45.4% |
| Participant deferral / active EE | $3,137 | $2,928+7.1% | $3,961-20.8% | $4,212-25.5% |
| Admin fee / account holder | $6,645 | $3,877+71.4% | $5,028+32.2% | $7,344-9.5% |