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 | $20,523 | $50,815-59.6% | $155,509-86.8% | $77,643-73.6% |
| Participation rate | 16.6% | 63.1%-46.5pp | 78.2%-61.6pp | 70.6%-54.0pp |
| Annual return | 16.69% | 34.80%-18.1pp | 64.67%-48.0pp | 31.24%-14.6pp |
| Employer contribution / active EE | $615 | $1,993-69.1% | $4,672-86.8% | $2,726-77.4% |
| Participant deferral / active EE | $1,169 | $2,822-58.6% | $5,626-79.2% | $4,647-74.8% |
| Admin fee / account holder | $3,179 | $437+628.1% | $15,912-80.0% | $430+638.7% |