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 | $41,931 | $91,190-54.0% | $178,490-76.5% | $79,858-47.5% |
| Participation rate | 56.0% | 69.2%-13.2pp | 81.9%-25.9pp | 69.6%-13.6pp |
| Annual return | 22.65% | 24.19%-1.5pp | 151.07%-128.4pp | 31.71%-9.1pp |
| Employer contribution / active EE | $845 | $3,256-74.0% | $5,011-83.1% | $2,471-65.8% |
| Participant deferral / active EE | $4,186 | $3,236+29.3% | $5,202-19.5% | $3,740+11.9% |
| Admin fee / account holder | $370 | $6,751-94.5% | $13,984-97.4% | $5,306-93.0% |