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 | $25,251 | $56,053-55.0% | $75,972-66.8% | $80,856-68.8% |
| Participation rate | 29.2% | 62.0%-32.8pp | 69.1%-39.8pp | 67.6%-38.4pp |
| Annual return | 14.68% | 20.53%-5.9pp | 359.55%-344.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $548 | $1,874-70.8% | $2,685-79.6% | $2,755-80.1% |
| Participant deferral / active EE | $1,719 | $3,052-43.7% | $4,255-59.6% | $4,296-60.0% |
| Admin fee / account holder | $6,126 | $5,234+17.0% | $6,467-5.3% | $6,918-11.5% |