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 8-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 | $33,400 | $80,724-58.6% | $103,333-67.7% | $74,495-55.2% |
| Participation rate | 29.9% | 65.7%-35.8pp | 74.5%-44.6pp | 67.2%-37.3pp |
| Annual return | 12.37% | 27.56%-15.2pp | 24.88%-12.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $977 | $3,157-69.1% | $3,868-74.7% | $2,623-62.7% |
| Participant deferral / active EE | $1,962 | $3,860-49.2% | $5,057-61.2% | $4,346-54.9% |
| Admin fee / account holder | $2,582 | $2,368+9.1% | $8,355-69.1% | $1,942+33.0% |