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 | $28,343 | $56,317-49.7% | $71,209-60.2% | $74,304-61.9% |
| Participation rate | 40.9% | 55.1%-14.2pp | 73.8%-32.8pp | 60.3%-19.4pp |
| Annual return | 13.39% | 42.83%-29.4pp | 282.51%-269.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $602 | $2,160-72.2% | $2,721-77.9% | $2,241-73.2% |
| Participant deferral / active EE | $1,353 | $2,788-51.5% | $4,175-67.6% | $3,767-64.1% |
| Admin fee / account holder | $3,916 | $2,290+71.0% | $5,349-26.8% | $2,969+31.9% |