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 | $35,787 | $71,050-49.6% | $93,606-61.8% | $80,856-55.7% |
| Participation rate | 51.9% | 60.4%-8.6pp | 68.7%-16.9pp | 67.6%-15.8pp |
| Annual return | 16.12% | 11.26%+4.9pp | 133.20%-117.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,196 | $1,564+104.4% | $2,420+32.1% | $2,755+16.0% |
| Participant deferral / active EE | $5,050 | $4,034+25.2% | $4,411+14.5% | $4,296+17.5% |
| Admin fee / account holder | $397 | $6,945-94.3% | $8,285-95.2% | $6,918-94.3% |