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 9-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 | $21,559 | $96,484-77.7% | $75,886-71.6% | $152,861-85.9% |
| Participation rate | 22.2% | 76.2%-54.0pp | 69.3%-47.1pp | 82.4%-60.2pp |
| Annual return | 32.65% | 33.98%-1.3pp | 30.76%+1.9pp | 345.32%-312.7pp |
| Employer contribution / active EE | $885 | $3,309-73.3% | $2,500-64.6% | $4,762-81.4% |
| Participant deferral / active EE | $1,803 | $4,553-60.4% | $3,603-50.0% | $5,850-69.2% |
| Admin fee / account holder | $4,571 | $8,078-43.4% | $5,418-15.6% | $11,596-60.6% |