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 | $8,195 | $22,587-63.7% | $65,255-87.4% | $75,163-89.1% |
| Participation rate | 69.7% | 63.1%+6.6pp | 65.0%+4.7pp | 67.2%+2.5pp |
| Annual return | 17.86% | 71.03%-53.2pp | 47.35%-29.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $399 | $941-57.5% | $1,691-76.4% | $2,670-85.0% |
| Participant deferral / active EE | $2,291 | $1,695+35.2% | $2,831-19.1% | $4,125-44.5% |
| Admin fee / account holder | $600 | $1,876-68.0% | $4,112-85.4% | $5,651-89.4% |