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 | $32,014 | $99,985-68.0% | $146,665-78.2% | $85,850-62.7% |
| Participation rate | 30.8% | 73.1%-42.3pp | 80.1%-49.3pp | 69.3%-38.5pp |
| Annual return | 16.25% | 18.93%-2.7pp | 22.74%-6.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,075 | $2,559-58.0% | $4,136-74.0% | $2,565-58.1% |
| Participant deferral / active EE | $2,658 | $4,006-33.6% | $5,506-51.7% | $3,952-32.7% |
| Admin fee / account holder | $495 | $7,702-93.6% | $10,280-95.2% | $6,260-92.1% |