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 8-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 | $38,683 | $114,381-66.2% | $107,525-64.0% | $142,382-72.8% |
| Participation rate | 36.4% | 78.1%-41.8pp | 75.1%-38.7pp | 80.1%-43.8pp |
| Annual return | 12.41% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $922 | $4,015-77.0% | $3,754-75.4% | $4,299-78.5% |
| Participant deferral / active EE | $2,144 | $5,564-61.5% | $5,116-58.1% | $6,507-67.1% |
| Admin fee / account holder | $3,819 | $9,860-61.3% | $8,919-57.2% | $12,624-69.7% |