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 | $16,168 | $77,899-79.2% | $149,673-89.2% | $75,163-78.5% |
| Participation rate | 58.1% | 65.6%-7.5pp | 78.8%-20.7pp | 67.2%-9.1pp |
| Annual return | 14.20% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,010 | $3,137-67.8% | $4,818-79.0% | $2,670-62.2% |
| Participant deferral / active EE | $1,776 | $3,411-47.9% | $5,680-68.7% | $4,125-56.9% |
| Admin fee / account holder | $1,775 | $5,956-70.2% | $13,210-86.6% | $5,651-68.6% |