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 | $17,823 | $81,248-78.1% | $155,509-88.5% | $80,856-78.0% |
| Participation rate | 40.5% | 66.2%-25.7pp | 78.2%-37.6pp | 67.6%-27.1pp |
| Annual return | 12.43% | 33.31%-20.9pp | 64.67%-52.2pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,109 | $3,100-64.2% | $4,672-76.3% | $2,755-59.7% |
| Participant deferral / active EE | $1,320 | $3,452-61.8% | $5,626-76.5% | $4,296-69.3% |
| Admin fee / account holder | $1,058 | $7,997-86.8% | $15,912-93.3% | $6,918-84.7% |