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 | $25,200 | $74,927-66.4% | $101,794-75.2% | $84,808-70.3% |
| Participation rate | 46.3% | 61.4%-15.1pp | 69.2%-22.9pp | 68.3%-22.0pp |
| Annual return | 19.57% | 18.70%+0.9pp | 30.53%-11.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $960 | $1,522-36.9% | $2,289-58.1% | $2,631-63.5% |
| Participant deferral / active EE | $1,976 | $3,099-36.2% | $4,084-51.6% | $4,212-53.1% |
| Admin fee / account holder | $503 | $6,514-92.3% | $8,777-94.3% | $7,344-93.2% |