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 | $19,686 | $104,664-81.2% | $85,682-77.0% | $167,490-88.2% |
| Participation rate | 45.5% | 76.4%-30.9pp | 69.9%-24.4pp | 82.1%-36.7pp |
| Annual return | 17.39% | 21.45%-4.1pp | 21.49%-4.1pp | 478.56%-461.2pp |
| Employer contribution / active EE | $511 | $3,337-84.7% | $2,618-80.5% | $4,837-89.4% |
| Participant deferral / active EE | $2,467 | $4,824-48.9% | $3,923-37.1% | $6,341-61.1% |
| Admin fee / account holder | $4,996 | $10,032-50.2% | $6,873-27.3% | $12,309-59.4% |