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 6-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 | $36,808 | $85,022-56.7% | $70,515-47.8% | $139,434-73.6% |
| Participation rate | 41.7% | 73.9%-32.2pp | 68.3%-26.7pp | 80.3%-38.7pp |
| Annual return | 11.98% | 30.38%-18.4pp | 32.77%-20.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,280 | $3,909-67.3% | $2,973-57.0% | $4,751-73.1% |
| Participant deferral / active EE | $6,032 | $5,890+2.4% | $4,567+32.1% | $6,710-10.1% |
| Admin fee / account holder | $7,703 | $8,906-13.5% | $6,412+20.1% | $11,403-32.4% |