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 | $34,113 | $109,413-68.8% | $156,263-78.2% | $84,808-59.8% |
| Participation rate | 26.8% | 72.7%-45.9pp | 78.9%-52.1pp | 68.3%-41.5pp |
| Annual return | 20.61% | 20.18%+0.4pp | 59.47%-38.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $935 | $2,907-67.8% | $4,333-78.4% | $2,631-64.5% |
| Participant deferral / active EE | $2,080 | $4,590-54.7% | $6,158-66.2% | $4,212-50.6% |
| Admin fee / account holder | $6,761 | $9,357-27.7% | $14,255-52.6% | $7,344-7.9% |