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 | $27,443 | $71,050-61.4% | $93,606-70.7% | $80,856-66.1% |
| Participation rate | 46.3% | 60.4%-14.1pp | 68.7%-22.4pp | 67.6%-21.3pp |
| Annual return | 10.38% | 11.26%-0.9pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,163 | $1,564-25.6% | $2,420-51.9% | $2,755-57.8% |
| Participant deferral / active EE | $1,391 | $4,034-65.5% | $4,411-68.5% | $4,296-67.6% |
| Admin fee / account holder | $6,113 | $6,945-12.0% | $8,285-26.2% | $6,918-11.6% |