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 | $20,641 | $77,899-73.5% | $149,673-86.2% | $75,163-72.5% |
| Participation rate | 52.3% | 65.6%-13.3pp | 78.8%-26.4pp | 67.2%-14.9pp |
| Annual return | 30.87% | 31.72%-0.9pp | 134.42%-103.5pp | 160.62%-129.8pp |
| Employer contribution / active EE | $2,183 | $3,137-30.4% | $4,818-54.7% | $2,670-18.2% |
| Participant deferral / active EE | $3,129 | $3,411-8.3% | $5,680-44.9% | $4,125-24.2% |
| Admin fee / account holder | $2,152 | $5,956-63.9% | $13,210-83.7% | $5,651-61.9% |