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 | $30,121 | $36,767-18.1% | $81,478-63.0% | $62,292-51.6% |
| Participation rate | 29.2% | 54.4%-25.2pp | 68.0%-38.7pp | 69.5%-40.3pp |
| Annual return | 15.32% | 173.80%-158.5pp | 38.78%-23.5pp | 28.90%-13.6pp |
| Employer contribution / active EE | $717 | $1,128-36.5% | $2,568-72.1% | $2,042-64.9% |
| Participant deferral / active EE | $1,306 | $2,111-38.1% | $3,537-63.1% | $3,169-58.8% |
| Admin fee / account holder | $2,376 | $797+198.0% | $4,561-47.9% | $479+395.6% |