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 | $16,026 | $48,795-67.2% | $65,493-75.5% | $84,808-81.1% |
| Participation rate | 34.9% | 67.0%-32.1pp | 73.1%-38.2pp | 68.3%-33.4pp |
| Annual return | 25.98% | 20.20%+5.8pp | 982.45%-956.5pp | 40.90%-14.9pp |
| Employer contribution / active EE | $487 | $1,930-74.7% | $2,574-81.1% | $2,631-81.5% |
| Participant deferral / active EE | $1,974 | $2,928-32.6% | $3,961-50.2% | $4,212-53.1% |
| Admin fee / account holder | $2,842 | $3,877-26.7% | $5,028-43.5% | $7,344-61.3% |