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 4-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 | $32,798 | $89,753-63.5% | $107,525-69.5% | $84,808-61.3% |
| Participation rate | 32.0% | 68.1%-36.1pp | 75.1%-43.1pp | 68.3%-36.3pp |
| Annual return | 19.32% | 29.48%-10.2pp | 181.32%-162.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,373 | $3,113-55.9% | $3,754-63.4% | $2,631-47.8% |
| Participant deferral / active EE | $2,797 | $4,056-31.0% | $5,116-45.3% | $4,212-33.6% |
| Admin fee / account holder | $2,035 | $7,222-71.8% | $8,919-77.2% | $7,344-72.3% |