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 | $34,731 | $118,427-70.7% | $66,042-47.4% | $142,382-75.6% |
| Participation rate | 62.5% | 68.1%-5.6pp | 67.5%-5.0pp | 80.1%-17.6pp |
| Annual return | 14.72% | 35.57%-20.8pp | 52.11%-37.4pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,039 | $2,570-59.6% | $1,579-34.2% | $4,299-75.8% |
| Participant deferral / active EE | $1,497 | $4,311-65.3% | $2,835-47.2% | $6,507-77.0% |
| Admin fee / account holder | $16,237 | $9,593+69.2% | $5,747+182.5% | $12,624+28.6% |