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 6-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 | $39,317 | $73,933-46.8% | $96,683-59.3% | $75,163-47.7% |
| Participation rate | 13.0% | 66.4%-53.4pp | 74.3%-61.3pp | 67.2%-54.1pp |
| Annual return | 19.55% | 26.70%-7.2pp | 35.69%-16.1pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,070 | $2,928-63.4% | $3,737-71.4% | $2,670-59.9% |
| Participant deferral / active EE | $1,630 | $3,659-55.4% | $4,878-66.6% | $4,125-60.5% |
| Admin fee / account holder | $7,251 | $5,216+39.0% | $6,730+7.7% | $5,651+28.3% |