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 5-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 | $32,463 | $76,670-57.7% | $96,683-66.4% | $71,457-54.6% |
| Participation rate | 35.0% | 66.6%-31.6pp | 74.3%-39.3pp | 67.9%-32.9pp |
| Annual return | 27.24% | 48.29%-21.1pp | 35.69%-8.5pp | 28.85%-1.6pp |
| Employer contribution / active EE | $1,236 | $3,031-59.2% | $3,737-66.9% | $2,588-52.2% |
| Participant deferral / active EE | $2,088 | $3,771-44.6% | $4,878-57.2% | $4,289-51.3% |
| Admin fee / account holder | $403 | $2,028-80.1% | $6,730-94.0% | $1,587-74.6% |