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 | $47,832 | $89,753-46.7% | $107,525-55.5% | $84,808-43.6% |
| Participation rate | 29.6% | 68.1%-38.4pp | 75.1%-45.4pp | 68.3%-38.7pp |
| Annual return | 14.50% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $865 | $3,113-72.2% | $3,754-77.0% | $2,631-67.1% |
| Participant deferral / active EE | $3,076 | $4,056-24.2% | $5,116-39.9% | $4,212-27.0% |
| Admin fee / account holder | $6,869 | $7,222-4.9% | $8,919-23.0% | $7,344-6.5% |