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 | $17,089 | $61,272-72.1% | $149,673-88.6% | $71,457-76.1% |
| Participation rate | 56.1% | 62.5%-6.4pp | 78.8%-22.6pp | 67.9%-11.8pp |
| Annual return | 23.14% | 35.85%-12.7pp | 134.42%-111.3pp | 28.85%-5.7pp |
| Employer contribution / active EE | $1,272 | $2,378-46.5% | $4,818-73.6% | $2,588-50.9% |
| Participant deferral / active EE | $2,067 | $2,917-29.1% | $5,680-63.6% | $4,289-51.8% |
| Admin fee / account holder | $2,043 | $1,261+62.0% | $13,210-84.5% | $1,587+28.7% |