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 | $20,827 | $81,248-74.4% | $155,509-86.6% | $80,856-74.2% |
| Participation rate | 39.7% | 66.2%-26.5pp | 78.2%-38.4pp | 67.6%-27.9pp |
| Annual return | 17.02% | 33.31%-16.3pp | 64.67%-47.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,189 | $3,100-61.6% | $4,672-74.5% | $2,755-56.8% |
| Participant deferral / active EE | $1,372 | $3,452-60.2% | $5,626-75.6% | $4,296-68.1% |
| Admin fee / account holder | $2,693 | $7,997-66.3% | $15,912-83.1% | $6,918-61.1% |