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 | $24,912 | $77,314-67.8% | $177,989-86.0% | $80,856-69.2% |
| Participation rate | 53.5% | 65.7%-12.2pp | 77.1%-23.6pp | 67.6%-14.1pp |
| Annual return | 13.05% | 18.09%-5.0pp | 294.48%-281.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,157 | $2,292-49.5% | $3,949-70.7% | $2,755-58.0% |
| Participant deferral / active EE | $1,589 | $4,411-64.0% | $6,276-74.7% | $4,296-63.0% |
| Admin fee / account holder | $3,048 | $7,191-57.6% | $10,363-70.6% | $6,918-55.9% |