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 | $34,417 | $109,881-68.7% | $150,045-77.1% | $84,808-59.4% |
| Participation rate | 53.0% | 76.1%-23.1pp | 82.3%-29.3pp | 68.3%-15.3pp |
| Annual return | 18.06% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,185 | $3,561-66.7% | $4,693-74.7% | $2,631-55.0% |
| Participant deferral / active EE | $2,702 | $6,636-59.3% | $7,997-66.2% | $4,212-35.8% |
| Admin fee / account holder | $1,006 | $8,568-88.3% | $13,435-92.5% | $7,344-86.3% |