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 | $10,771 | $24,730-56.4% | $66,042-83.7% | $84,808-87.3% |
| Participation rate | 61.5% | 68.1%-6.6pp | 67.5%-6.0pp | 68.3%-6.9pp |
| Annual return | 19.86% | 79.55%-59.7pp | 52.11%-32.3pp | 40.90%-21.0pp |
| Employer contribution / active EE | $552 | $857-35.6% | $1,579-65.1% | $2,631-79.0% |
| Participant deferral / active EE | $1,713 | $1,737-1.4% | $2,835-39.6% | $4,212-59.3% |
| Admin fee / account holder | $2,108 | $3,014-30.1% | $5,747-63.3% | $7,344-71.3% |