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 | $21,493 | $81,248-73.5% | $155,509-86.2% | $80,856-73.4% |
| Participation rate | 32.0% | 66.2%-34.2pp | 78.2%-46.2pp | 67.6%-35.6pp |
| Annual return | 13.16% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,005 | $3,100-67.6% | $4,672-78.5% | $2,755-63.5% |
| Participant deferral / active EE | $1,412 | $3,452-59.1% | $5,626-74.9% | $4,296-67.1% |
| Admin fee / account holder | $770 | $7,997-90.4% | $15,912-95.2% | $6,918-88.9% |