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 | $3,801 | $54,705-93.1% | $71,209-94.7% | $84,808-95.5% |
| Participation rate | 68.0% | 64.1%+3.9pp | 73.8%-5.8pp | 68.3%-0.3pp |
| Annual return | 28.38% | 35.90%-7.5pp | 282.51%-254.1pp | 40.90%-12.5pp |
| Employer contribution / active EE | $723 | $2,158-66.5% | $2,721-73.4% | $2,631-72.5% |
| Participant deferral / active EE | $1,286 | $3,030-57.6% | $4,175-69.2% | $4,212-69.5% |
| Admin fee / account holder | $872 | $4,863-82.1% | $5,349-83.7% | $7,344-88.1% |