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 | $23,072 | $59,101-61.0% | $77,163-70.1% | $75,163-69.3% |
| Participation rate | 43.2% | 63.9%-20.6pp | 69.6%-26.3pp | 67.2%-23.9pp |
| Annual return | 21.84% | 26.71%-4.9pp | 37.87%-16.0pp | 160.62%-138.8pp |
| Employer contribution / active EE | $736 | $1,995-63.1% | $2,535-71.0% | $2,670-72.4% |
| Participant deferral / active EE | $1,970 | $2,999-34.3% | $3,833-48.6% | $4,125-52.3% |
| Admin fee / account holder | $1,099 | $4,774-77.0% | $5,472-79.9% | $5,651-80.6% |