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 | $38,036 | $80,717-52.9% | $154,803-75.4% | $84,808-55.1% |
| Participation rate | 63.0% | 66.8%-3.8pp | 78.1%-15.0pp | 68.3%-5.3pp |
| Annual return | 15.90% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,506 | $2,761-45.5% | $4,305-65.0% | $2,631-42.8% |
| Participant deferral / active EE | $4,047 | $3,303+22.5% | $5,540-27.0% | $4,212-3.9% |
| Admin fee / account holder | $2,167 | $6,746-67.9% | $14,329-84.9% | $7,344-70.5% |