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 8-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 | $14,486 | $95,416-84.8% | $185,823-92.2% | $85,850-83.1% |
| Participation rate | 54.3% | 68.8%-14.4pp | 81.7%-27.4pp | 69.3%-15.0pp |
| Annual return | 17.76% | 23.59%-5.8pp | 122.05%-104.3pp | 318.53%-300.8pp |
| Employer contribution / active EE | $931 | $3,314-71.9% | $5,167-82.0% | $2,565-63.7% |
| Participant deferral / active EE | $1,099 | $3,423-67.9% | $5,568-80.3% | $3,952-72.2% |
| Admin fee / account holder | $2,782 | $7,213-61.4% | $16,237-82.9% | $6,260-55.6% |