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 9-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 | $20,299 | $48,750-58.4% | $88,946-77.2% | $74,304-72.7% |
| Participation rate | 62.3% | 44.5%+17.8pp | 68.8%-6.6pp | 60.3%+1.9pp |
| Annual return | 17.67% | 25.91%-8.2pp | 57.82%-40.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,342 | $1,255+6.9% | $2,555-47.5% | $2,241-40.1% |
| Participant deferral / active EE | $1,916 | $2,423-20.9% | $4,581-58.2% | $3,767-49.1% |
| Admin fee / account holder | $1,093 | $3,756-70.9% | $8,261-86.8% | $2,969-63.2% |