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 | $19,270 | $37,426-48.5% | $77,482-75.1% | $79,858-75.9% |
| Participation rate | 59.4% | 41.5%+17.9pp | 54.2%+5.2pp | 69.6%-10.3pp |
| Annual return | 20.02% | 39.70%-19.7pp | 54.79%-34.8pp | 31.71%-11.7pp |
| Employer contribution / active EE | $572 | $637-10.1% | $986-42.0% | $2,471-76.8% |
| Participant deferral / active EE | $1,343 | $1,260+6.6% | $1,861-27.9% | $3,740-64.1% |
| Admin fee / account holder | $895 | $2,504-64.3% | $2,858-68.7% | $5,306-83.1% |