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 | $65,266 | $73,933-11.7% | $96,683-32.5% | $75,163-13.2% |
| Participation rate | 39.4% | 66.4%-27.0pp | 74.3%-34.9pp | 67.2%-27.8pp |
| Annual return | 17.26% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $980 | $2,928-66.5% | $3,737-73.8% | $2,670-63.3% |
| Participant deferral / active EE | $3,446 | $3,659-5.8% | $4,878-29.4% | $4,125-16.5% |
| Admin fee / account holder | $14,290 | $5,216+173.9% | $6,730+112.3% | $5,651+152.9% |