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 9-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 | $33,289 | $81,248-59.0% | $155,509-78.6% | $80,856-58.8% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 20.37% | 33.31%-12.9pp | 64.67%-44.3pp | 35.59%-15.2pp |
| Employer contribution / active EE | $4,603 | $3,100+48.5% | $4,672-1.5% | $2,755+67.1% |
| Participant deferral / active EE | $4,552 | $3,452+31.9% | $5,626-19.1% | $4,296+6.0% |
| Admin fee / account holder | $1,381 | $7,997-82.7% | $15,912-91.3% | $6,918-80.0% |