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 | $39,220 | $110,261-64.4% | $95,745-59.0% | $139,434-71.9% |
| Participation rate | 21.1% | 75.8%-54.7pp | 72.3%-51.2pp | 80.3%-59.3pp |
| Annual return | 20.25% | 27.11%-6.9pp | 28.35%-8.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $908 | $3,257-72.1% | $2,835-68.0% | $4,751-80.9% |
| Participant deferral / active EE | $1,942 | $4,676-58.5% | $4,245-54.2% | $6,710-71.1% |
| Admin fee / account holder | $14,346 | $6,613+116.9% | $5,678+152.7% | $11,403+25.8% |