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 | $34,277 | $87,013-60.6% | $106,213-67.7% | $80,856-57.6% |
| Participation rate | 61.7% | 70.4%-8.7pp | 75.3%-13.6pp | 67.6%-5.9pp |
| Annual return | 10.72% | 17.05%-6.3pp | 116.14%-105.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $825 | $2,395-65.6% | $3,171-74.0% | $2,755-70.1% |
| Participant deferral / active EE | $2,080 | $3,986-47.8% | $5,016-58.5% | $4,296-51.6% |
| Admin fee / account holder | $1,222 | $8,431-85.5% | $11,033-88.9% | $6,918-82.3% |