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 | $14,101 | $77,899-81.9% | $149,673-90.6% | $75,163-81.2% |
| Participation rate | 31.0% | 65.6%-34.6pp | 78.8%-47.8pp | 67.2%-36.2pp |
| Annual return | 25.98% | 31.72%-5.7pp | 134.42%-108.4pp | 160.62%-134.6pp |
| Employer contribution / active EE | $1,019 | $3,137-67.5% | $4,818-78.8% | $2,670-61.8% |
| Participant deferral / active EE | $1,412 | $3,411-58.6% | $5,680-75.1% | $4,125-65.8% |
| Admin fee / account holder | $409 | $5,956-93.1% | $13,210-96.9% | $5,651-92.8% |