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 | $37,429 | $93,170-59.8% | $100,534-62.8% | $84,808-55.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 80.6%-30.6pp | 68.3%-18.3pp |
| Annual return | 21.78% | 47.13%-25.3pp | 32.66%-10.9pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,476 | $3,985-63.0% | $4,346-66.0% | $2,631-43.9% |
| Participant deferral / active EE | $3,189 | $5,699-44.0% | $6,144-48.1% | $4,212-24.3% |
| Admin fee / account holder | $3,094 | $7,382-58.1% | $7,654-59.6% | $7,344-57.9% |