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 | $22,112 | $49,227-55.1% | $70,449-68.6% | $79,858-72.3% |
| Participation rate | 68.6% | 69.2%-0.6pp | 75.1%-6.5pp | 69.6%-1.1pp |
| Annual return | 17.40% | 30.06%-12.7pp | 109.03%-91.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $888 | $2,099-57.7% | $2,737-67.5% | $2,471-64.1% |
| Participant deferral / active EE | $1,550 | $2,768-44.0% | $3,709-58.2% | $3,740-58.6% |
| Admin fee / account holder | $504 | $2,878-82.5% | $3,845-86.9% | $5,306-90.5% |