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 | $19,173 | $30,400-36.9% | $53,898-64.4% | $84,808-77.4% |
| Participation rate | 38.2% | 46.4%-8.3pp | 55.0%-16.8pp | 68.3%-30.1pp |
| Annual return | 31.32% | 500.19%-468.9pp | 528.60%-497.3pp | 40.90%-9.6pp |
| Employer contribution / active EE | $213 | $603-64.7% | $932-77.2% | $2,631-91.9% |
| Participant deferral / active EE | $2,160 | $1,199+80.2% | $1,826+18.3% | $4,212-48.7% |
| Admin fee / account holder | $2,669 | $1,993+33.9% | $2,491+7.2% | $7,344-63.7% |