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 | $21,948 | $73,933-70.3% | $96,683-77.3% | $75,163-70.8% |
| Participation rate | 36.9% | 66.4%-29.5pp | 74.3%-37.4pp | 67.2%-30.3pp |
| Annual return | 31.50% | 26.70%+4.8pp | 35.69%-4.2pp | 160.62%-129.1pp |
| Employer contribution / active EE | $1,317 | $2,928-55.0% | $3,737-64.7% | $2,670-50.7% |
| Participant deferral / active EE | $2,993 | $3,659-18.2% | $4,878-38.6% | $4,125-27.4% |
| Admin fee / account holder | $3,384 | $5,216-35.1% | $6,730-49.7% | $5,651-40.1% |