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 | $37,056 | $49,915-25.8% | $154,803-76.1% | $74,304-50.1% |
| Participation rate | 43.7% | 54.0%-10.3pp | 78.1%-34.4pp | 60.3%-16.7pp |
| Annual return | 20.09% | 34.06%-14.0pp | 58.88%-38.8pp | 29.43%-9.3pp |
| Employer contribution / active EE | $897 | $1,611-44.3% | $4,305-79.2% | $2,241-60.0% |
| Participant deferral / active EE | $1,808 | $2,255-19.8% | $5,540-67.4% | $3,767-52.0% |
| Admin fee / account holder | $3,340 | $2,189+52.6% | $14,329-76.7% | $2,969+12.5% |