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 | $26,456 | $56,317-53.0% | $71,209-62.8% | $74,304-64.4% |
| Participation rate | 43.5% | 55.1%-11.6pp | 73.8%-30.2pp | 60.3%-16.8pp |
| Annual return | 18.15% | 42.83%-24.7pp | 282.51%-264.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,276 | $2,160-40.9% | $2,721-53.1% | $2,241-43.1% |
| Participant deferral / active EE | $1,618 | $2,788-42.0% | $4,175-61.2% | $3,767-57.0% |
| Admin fee / account holder | $1,355 | $2,290-40.8% | $5,349-74.7% | $2,969-54.4% |