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 | $71,929 | $37,426+92.2% | $77,482-7.2% | $79,858-9.9% |
| Participation rate | 20.5% | 41.5%-21.1pp | 54.2%-33.7pp | 69.6%-49.2pp |
| Annual return | 17.41% | 39.70%-22.3pp | 54.79%-37.4pp | 31.71%-14.3pp |
| Employer contribution / active EE | $337 | $637-47.1% | $986-65.8% | $2,471-86.4% |
| Participant deferral / active EE | $1,127 | $1,260-10.5% | $1,861-39.4% | $3,740-69.9% |
| Admin fee / account holder | $393 | $2,504-84.3% | $2,858-86.2% | $5,306-92.6% |