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 | $27,198 | $71,050-61.7% | $93,606-70.9% | $80,856-66.4% |
| Participation rate | 65.8% | 60.4%+5.4pp | 68.7%-2.9pp | 67.6%-1.8pp |
| Annual return | 10.37% | 11.26%-0.9pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $531 | $1,564-66.1% | $2,420-78.1% | $2,755-80.7% |
| Participant deferral / active EE | $4,393 | $4,034+8.9% | $4,411-0.4% | $4,296+2.3% |
| Admin fee / account holder | $4,656 | $6,945-33.0% | $8,285-43.8% | $6,918-32.7% |