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 | $17,120 | $59,839-71.4% | $81,983-79.1% | $79,858-78.6% |
| Participation rate | 55.2% | 61.6%-6.4pp | 69.2%-14.1pp | 69.6%-14.5pp |
| Annual return | 17.85% | 17.56%+0.3pp | 41.31%-23.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,248 | $1,713-27.2% | $2,498-50.0% | $2,471-49.5% |
| Participant deferral / active EE | $2,001 | $2,695-25.8% | $3,722-46.2% | $3,740-46.5% |
| Admin fee / account holder | $3,981 | $4,287-7.1% | $5,664-29.7% | $5,306-25.0% |