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 9-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 | $34,823 | $228,332-84.7% | $185,823-81.3% | $158,922-78.1% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 6.86% | 40.80%-33.9pp | 35.95%-29.1pp | 302.83%-296.0pp |
| Employer contribution / active EE | $604 | $4,967-87.8% | $4,087-85.2% | $4,761-87.3% |
| Participant deferral / active EE | $1,410 | $6,415-78.0% | $5,632-75.0% | $5,982-76.4% |
| Admin fee / account holder | $14,119 | $11,864+19.0% | $9,500+48.6% | $11,246+25.5% |