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 | $21,377 | $62,573-65.8% | $85,682-75.1% | $85,850-75.1% |
| Participation rate | 54.7% | 61.1%-6.4pp | 69.9%-15.1pp | 69.3%-14.6pp |
| Annual return | 13.54% | 23.77%-10.2pp | 21.49%-7.9pp | 318.53%-305.0pp |
| Employer contribution / active EE | $335 | $1,757-80.9% | $2,618-87.2% | $2,565-86.9% |
| Participant deferral / active EE | $2,515 | $2,802-10.3% | $3,923-35.9% | $3,952-36.4% |
| Admin fee / account holder | $1,858 | $4,640-60.0% | $6,873-73.0% | $6,260-70.3% |