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 | $33,838 | $47,126-28.2% | $149,673-77.4% | $74,419-54.5% |
| Participation rate | 34.6% | 63.4%-28.7pp | 78.8%-44.1pp | 70.7%-36.1pp |
| Annual return | 23.79% | 22.75%+1.0pp | 134.42%-110.6pp | 34.38%-10.6pp |
| Employer contribution / active EE | $1,095 | $1,905-42.5% | $4,818-77.3% | $2,637-58.5% |
| Participant deferral / active EE | $2,797 | $2,728+2.5% | $5,680-50.8% | $4,528-38.2% |
| Admin fee / account holder | $3,427 | $343+900.0% | $13,210-74.1% | $348+885.3% |