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 | $18,699 | $54,705-65.8% | $71,209-73.7% | $84,808-78.0% |
| Participation rate | 46.9% | 64.1%-17.1pp | 73.8%-26.8pp | 68.3%-21.4pp |
| Annual return | 21.60% | 35.90%-14.3pp | 282.51%-260.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $535 | $2,158-75.2% | $2,721-80.3% | $2,631-79.7% |
| Participant deferral / active EE | $1,803 | $3,030-40.5% | $4,175-56.8% | $4,212-57.2% |
| Admin fee / account holder | $357 | $4,863-92.7% | $5,349-93.3% | $7,344-95.1% |