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 | $12,453 | $77,899-84.0% | $149,673-91.7% | $75,163-83.4% |
| Participation rate | 44.1% | 65.6%-21.5pp | 78.8%-34.6pp | 67.2%-23.1pp |
| Annual return | 19.67% | 31.72%-12.1pp | 134.42%-114.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,099 | $3,137-65.0% | $4,818-77.2% | $2,670-58.8% |
| Participant deferral / active EE | $1,325 | $3,411-61.1% | $5,680-76.7% | $4,125-67.9% |
| Admin fee / account holder | $1,336 | $5,956-77.6% | $13,210-89.9% | $5,651-76.4% |