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 | $34,372 | $66,098-48.0% | $101,794-66.2% | $74,304-53.7% |
| Participation rate | 48.4% | 53.8%-5.3pp | 69.2%-20.8pp | 60.3%-11.9pp |
| Annual return | 34.83% | 19.59%+15.2pp | 30.53%+4.3pp | 29.43%+5.4pp |
| Employer contribution / active EE | $2,343 | $1,082+116.6% | $2,289+2.4% | $2,241+4.5% |
| Participant deferral / active EE | $3,591 | $2,781+29.1% | $4,084-12.1% | $3,767-4.7% |
| Admin fee / account holder | $3,460 | $4,146-16.5% | $8,777-60.6% | $2,969+16.6% |