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 | $20,558 | $111,724-81.6% | $93,606-78.0% | $145,922-85.9% |
| Participation rate | 46.7% | 74.2%-27.5pp | 68.7%-22.1pp | 80.3%-33.6pp |
| Annual return | 14.92% | 202.98%-188.1pp | 133.20%-118.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $760 | $3,090-75.4% | $2,420-68.6% | $4,660-83.7% |
| Participant deferral / active EE | $2,549 | $4,912-48.1% | $4,411-42.2% | $6,688-61.9% |
| Admin fee / account holder | $4,173 | $10,250-59.3% | $8,285-49.6% | $13,397-68.9% |