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 | $36,599 | $56,053-34.7% | $75,972-51.8% | $80,856-54.7% |
| Participation rate | 33.3% | 62.0%-28.7pp | 69.1%-35.7pp | 67.6%-34.3pp |
| Annual return | 14.56% | 20.53%-6.0pp | 359.55%-345.0pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,173 | $1,874-37.4% | $2,685-56.3% | $2,755-57.4% |
| Participant deferral / active EE | $3,478 | $3,052+14.0% | $4,255-18.3% | $4,296-19.0% |
| Admin fee / account holder | $5,592 | $5,234+6.8% | $6,467-13.5% | $6,918-19.2% |