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 4-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 | $30,082 | $89,753-66.5% | $107,525-72.0% | $84,808-64.5% |
| Participation rate | 43.2% | 68.1%-24.9pp | 75.1%-31.9pp | 68.3%-25.1pp |
| Annual return | 28.04% | 29.48%-1.4pp | 181.32%-153.3pp | 40.90%-12.9pp |
| Employer contribution / active EE | $1,245 | $3,113-60.0% | $3,754-66.8% | $2,631-52.7% |
| Participant deferral / active EE | $2,396 | $4,056-40.9% | $5,116-53.2% | $4,212-43.1% |
| Admin fee / account holder | $1,836 | $7,222-74.6% | $8,919-79.4% | $7,344-75.0% |