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 | $32,056 | $53,053-39.6% | $126,539-74.7% | $74,304-56.9% |
| Participation rate | 58.9% | 48.0%+10.8pp | 69.8%-10.9pp | 60.3%-1.5pp |
| Annual return | 13.97% | 29.46%-15.5pp | 425.95%-412.0pp | 29.43%-15.5pp |
| Employer contribution / active EE | $401 | $1,168-65.6% | $3,674-89.1% | $2,241-82.1% |
| Participant deferral / active EE | $2,883 | $2,303+25.2% | $4,083-29.4% | $3,767-23.5% |
| Admin fee / account holder | $3,535 | $3,698-4.4% | $6,065-41.7% | $2,969+19.1% |