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 | $18,073 | $57,016-68.3% | $84,966-78.7% | $80,856-77.6% |
| Participation rate | 64.6% | 56.3%+8.2pp | 67.5%-2.9pp | 67.6%-3.1pp |
| Annual return | 11.16% | 21.66%-10.5pp | 66.38%-55.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,508 | $1,798+95.2% | $2,727+28.6% | $2,755+27.4% |
| Participant deferral / active EE | $4,921 | $3,110+58.3% | $4,519+8.9% | $4,296+14.6% |
| Admin fee / account holder | $2,477 | $4,980-50.3% | $6,149-59.7% | $6,918-64.2% |