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 | $17,301 | $61,156-71.7% | $185,823-90.7% | $79,386-78.2% |
| Participation rate | 46.5% | 66.6%-20.1pp | 81.7%-35.2pp | 70.7%-24.2pp |
| Annual return | 29.40% | 19.45%+10.0pp | 122.05%-92.6pp | 116.85%-87.5pp |
| Employer contribution / active EE | $1,394 | $2,321-39.9% | $5,167-73.0% | $2,427-42.6% |
| Participant deferral / active EE | $3,210 | $2,789+15.1% | $5,568-42.3% | $4,046-20.6% |
| Admin fee / account holder | $796 | $710+12.2% | $16,237-95.1% | $626+27.1% |