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 | $18,679 | $121,625-84.6% | $104,607-82.1% | $158,922-88.2% |
| Participation rate | 22.2% | 77.5%-55.3pp | 74.1%-51.9pp | 82.0%-59.7pp |
| Annual return | 36.91% | 465.26%-428.4pp | 340.46%-303.6pp | 302.83%-265.9pp |
| Employer contribution / active EE | $483 | $3,163-84.7% | $2,681-82.0% | $4,761-89.9% |
| Participant deferral / active EE | $1,352 | $4,177-67.6% | $3,740-63.9% | $5,982-77.4% |
| Admin fee / account holder | $1,547 | $7,787-80.1% | $6,473-76.1% | $11,246-86.2% |