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 | $40,152 | $91,407-56.1% | $135,903-70.5% | $71,457-43.8% |
| Participation rate | 58.8% | 75.7%-16.8pp | 81.9%-23.1pp | 67.9%-9.1pp |
| Annual return | 31.86% | 29.90%+2.0pp | 68.23%-36.4pp | 28.85%+3.0pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,962 | $7,092+40.5% | $7,758+28.4% | $4,289+132.3% |
| Admin fee / account holder | $5,346 | $1,266+322.3% | $10,762-50.3% | $1,587+236.8% |