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 | $26,099 | $80,717-67.7% | $154,803-83.1% | $84,808-69.2% |
| Participation rate | 59.4% | 66.8%-7.4pp | 78.1%-18.7pp | 68.3%-8.9pp |
| Annual return | 17.85% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,488 | $2,761-46.1% | $4,305-65.5% | $2,631-43.5% |
| Participant deferral / active EE | $3,069 | $3,303-7.1% | $5,540-44.6% | $4,212-27.1% |
| Admin fee / account holder | $1,371 | $6,746-79.7% | $14,329-90.4% | $7,344-81.3% |