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 | $24,154 | $64,324-62.4% | $118,925-79.7% | $79,858-69.8% |
| Participation rate | 49.1% | 64.9%-15.8pp | 75.4%-26.3pp | 69.6%-20.6pp |
| Annual return | 45.76% | 86.45%-40.7pp | 35.88%+9.9pp | 31.71%+14.0pp |
| Employer contribution / active EE | $1,438 | $1,836-21.7% | $3,263-55.9% | $2,471-41.8% |
| Participant deferral / active EE | $2,545 | $2,824-9.9% | $4,265-40.3% | $3,740-32.0% |
| Admin fee / account holder | $1,259 | $4,040-68.8% | $6,581-80.9% | $5,306-76.3% |