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 3-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 | $35,869 | $60,892-41.1% | $82,389-56.5% | $84,808-57.7% |
| Participation rate | 46.5% | 63.3%-16.8pp | 69.5%-23.0pp | 68.3%-21.8pp |
| Annual return | 17.81% | 37.29%-19.5pp | 28.67%-10.9pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,269 | $1,779-28.7% | $2,517-49.6% | $2,631-51.8% |
| Participant deferral / active EE | $2,461 | $3,179-22.6% | $4,155-40.8% | $4,212-41.6% |
| Admin fee / account holder | $684 | $5,467-87.5% | $7,231-90.5% | $7,344-90.7% |