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 | $14,993 | $77,899-80.8% | $149,673-90.0% | $75,163-80.1% |
| Participation rate | 62.0% | 65.6%-3.6pp | 78.8%-16.8pp | 67.2%-5.2pp |
| Annual return | 16.54% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $802 | $3,137-74.4% | $4,818-83.4% | $2,670-70.0% |
| Participant deferral / active EE | $3,699 | $3,411+8.4% | $5,680-34.9% | $4,125-10.3% |
| Admin fee / account holder | $470 | $5,956-92.1% | $13,210-96.4% | $5,651-91.7% |