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 7-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 | $29,398 | $53,516-45.1% | $126,539-76.8% | $84,808-65.3% |
| Participation rate | 32.9% | 58.2%-25.4pp | 69.8%-36.9pp | 68.3%-35.4pp |
| Annual return | 17.59% | 58.34%-40.8pp | 425.95%-408.4pp | 40.90%-23.3pp |
| Employer contribution / active EE | $575 | $1,535-62.5% | $3,674-84.3% | $2,631-78.1% |
| Participant deferral / active EE | $1,673 | $2,671-37.4% | $4,083-59.0% | $4,212-60.3% |
| Admin fee / account holder | $3,358 | $4,497-25.3% | $6,065-44.6% | $7,344-54.3% |