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 | $34,041 | $54,705-37.8% | $71,209-52.2% | $84,808-59.9% |
| Participation rate | 56.5% | 64.1%-7.5pp | 73.8%-17.2pp | 68.3%-11.8pp |
| Annual return | 16.18% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,166 | $2,158-45.9% | $2,721-57.1% | $2,631-55.7% |
| Participant deferral / active EE | $1,876 | $3,030-38.1% | $4,175-55.1% | $4,212-55.4% |
| Admin fee / account holder | $1,657 | $4,863-65.9% | $5,349-69.0% | $7,344-77.4% |