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 | $29,768 | $89,753-66.8% | $107,525-72.3% | $84,808-64.9% |
| Participation rate | 24.2% | 68.1%-43.8pp | 75.1%-50.8pp | 68.3%-44.1pp |
| Annual return | 19.79% | 29.48%-9.7pp | 181.32%-161.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $930 | $3,113-70.1% | $3,754-75.2% | $2,631-64.7% |
| Participant deferral / active EE | $2,164 | $4,056-46.7% | $5,116-57.7% | $4,212-48.6% |
| Admin fee / account holder | $551 | $7,222-92.4% | $8,919-93.8% | $7,344-92.5% |