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 | $16,303 | $95,561-82.9% | $77,163-78.9% | $139,434-88.3% |
| Participation rate | 57.1% | 73.9%-16.8pp | 69.6%-12.4pp | 80.3%-23.2pp |
| Annual return | 20.13% | 54.92%-34.8pp | 37.87%-17.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,682 | $3,147-14.8% | $2,535+5.8% | $4,751-43.5% |
| Participant deferral / active EE | $3,276 | $4,624-29.1% | $3,833-14.5% | $6,710-51.2% |
| Admin fee / account holder | $3,560 | $8,295-57.1% | $5,472-35.0% | $11,403-68.8% |