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 | $21,192 | $99,877-78.8% | $84,966-75.1% | $145,922-85.5% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 10.11% | 83.76%-73.7pp | 66.38%-56.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,375 | $3,231-57.5% | $2,727-49.6% | $4,660-70.5% |
| Participant deferral / active EE | $2,061 | $5,291-61.0% | $4,519-54.4% | $6,688-69.2% |
| Admin fee / account holder | $3,114 | $7,248-57.0% | $6,149-49.4% | $13,397-76.8% |