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 | $13,588 | $95,266-85.7% | $82,389-83.5% | $142,382-90.5% |
| Participation rate | 61.5% | 74.5%-12.9pp | 69.5%-8.0pp | 80.1%-18.6pp |
| Annual return | 13.49% | 25.74%-12.2pp | 28.67%-15.2pp | 217.08%-203.6pp |
| Employer contribution / active EE | $998 | $2,991-66.6% | $2,517-60.4% | $4,299-76.8% |
| Participant deferral / active EE | $1,906 | $4,809-60.4% | $4,155-54.1% | $6,507-70.7% |
| Admin fee / account holder | $2,672 | $8,563-68.8% | $7,231-63.1% | $12,624-78.8% |