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 | $35,748 | $49,915-28.4% | $154,803-76.9% | $74,304-51.9% |
| Participation rate | 16.7% | 54.0%-37.3pp | 78.1%-61.4pp | 60.3%-43.7pp |
| Annual return | 80.34% | 34.06%+46.3pp | 58.88%+21.5pp | 29.43%+50.9pp |
| Employer contribution / active EE | $661 | $1,611-58.9% | $4,305-84.6% | $2,241-70.5% |
| Participant deferral / active EE | $691 | $2,255-69.3% | $5,540-87.5% | $3,767-81.7% |
| Admin fee / account holder | $1,487 | $2,189-32.1% | $14,329-89.6% | $2,969-49.9% |