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 | $32,466 | $55,415-41.4% | $155,509-79.1% | $74,495-56.4% |
| Participation rate | 68.0% | 61.9%+6.1pp | 78.2%-10.2pp | 67.2%+0.8pp |
| Annual return | 14.30% | 268.50%-254.2pp | 64.67%-50.4pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,830 | $2,267-19.3% | $4,672-60.8% | $2,623-30.2% |
| Participant deferral / active EE | $3,368 | $2,836+18.8% | $5,626-40.1% | $4,346-22.5% |
| Admin fee / account holder | $1,726 | $1,738-0.7% | $15,912-89.2% | $1,942-11.1% |