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 | $33,146 | $65,041-49.0% | $90,951-63.6% | $79,858-58.5% |
| Participation rate | 63.0% | 61.6%+1.4pp | 69.0%-6.0pp | 69.6%-6.7pp |
| Annual return | 19.49% | 30.45%-11.0pp | 134.60%-115.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $569 | $1,247-54.3% | $2,122-73.2% | $2,471-77.0% |
| Participant deferral / active EE | $1,662 | $2,512-33.8% | $3,373-50.7% | $3,740-55.6% |
| Admin fee / account holder | $1,544 | $4,536-66.0% | $5,959-74.1% | $5,306-70.9% |