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 | $38,867 | $48,230-19.4% | $67,502-42.4% | $80,856-51.9% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.6%-17.6pp |
| Annual return | 16.02% | 18.28%-2.3pp | 3512.12%-3496.1pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,286 | $2,020-36.3% | $2,731-52.9% | $2,755-53.3% |
| Participant deferral / active EE | $2,934 | $2,924+0.3% | $4,000-26.7% | $4,296-31.7% |
| Admin fee / account holder | $1,538 | $3,681-58.2% | $3,998-61.5% | $6,918-77.8% |