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 | $39,749 | $78,672-49.5% | $109,143-63.6% | $85,850-53.7% |
| Participation rate | 43.3% | 68.3%-24.9pp | 75.9%-32.5pp | 69.3%-26.0pp |
| Annual return | 13.81% | 25.09%-11.3pp | 25.75%-11.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,715 | $2,735-37.3% | $3,722-53.9% | $2,565-33.1% |
| Participant deferral / active EE | $4,386 | $3,467+26.5% | $4,653-5.7% | $3,952+11.0% |
| Admin fee / account holder | $1,683 | $5,469-69.2% | $6,752-75.1% | $6,260-73.1% |