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 | $15,130 | $54,705-72.3% | $71,209-78.8% | $84,808-82.2% |
| Participation rate | 43.2% | 64.1%-20.9pp | 73.8%-30.6pp | 68.3%-25.1pp |
| Annual return | 21.20% | 35.90%-14.7pp | 282.51%-261.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $868 | $2,158-59.8% | $2,721-68.1% | $2,631-67.0% |
| Participant deferral / active EE | $1,048 | $3,030-65.4% | $4,175-74.9% | $4,212-75.1% |
| Admin fee / account holder | $1,464 | $4,863-69.9% | $5,349-72.6% | $7,344-80.1% |