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 | $19,911 | $70,669-71.8% | $169,368-88.2% | $75,163-73.5% |
| Participation rate | 56.0% | 64.8%-8.8pp | 77.1%-21.1pp | 67.2%-11.2pp |
| Annual return | 18.51% | 36.36%-17.9pp | 405.60%-387.1pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,313 | $2,211-40.6% | $4,013-67.3% | $2,670-50.8% |
| Participant deferral / active EE | $1,701 | $4,311-60.5% | $6,221-72.7% | $4,125-58.8% |
| Admin fee / account holder | $2,101 | $5,402-61.1% | $9,003-76.7% | $5,651-62.8% |