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 | $21,184 | $69,207-69.4% | $64,056-66.9% | $139,434-84.8% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 16.94% | 45.88%-28.9pp | 33.69%-16.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $770 | $3,182-75.8% | $2,747-71.9% | $4,751-83.8% |
| Participant deferral / active EE | $1,849 | $4,682-60.5% | $3,880-52.3% | $6,710-72.4% |
| Admin fee / account holder | $633 | $4,244-85.1% | $3,068-79.4% | $11,403-94.4% |