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 3-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 | $27,379 | $60,022-54.4% | $88,946-69.2% | $84,808-67.7% |
| Participation rate | 32.0% | 57.8%-25.8pp | 68.8%-36.8pp | 68.3%-36.3pp |
| Annual return | 29.85% | 22.43%+7.4pp | 57.82%-28.0pp | 40.90%-11.0pp |
| Employer contribution / active EE | $941 | $1,703-44.8% | $2,555-63.2% | $2,631-64.2% |
| Participant deferral / active EE | $3,009 | $3,114-3.4% | $4,581-34.3% | $4,212-28.6% |
| Admin fee / account holder | $1,032 | $4,811-78.6% | $8,261-87.5% | $7,344-85.9% |