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 | $25,587 | $118,427-78.4% | $66,042-61.3% | $142,382-82.0% |
| Participation rate | 50.0% | 68.1%-18.1pp | 67.5%-17.5pp | 80.1%-30.1pp |
| Annual return | 13.55% | 35.57%-22.0pp | 52.11%-38.6pp | 217.08%-203.5pp |
| Employer contribution / active EE | $867 | $2,570-66.3% | $1,579-45.1% | $4,299-79.8% |
| Participant deferral / active EE | $2,683 | $4,311-37.8% | $2,835-5.4% | $6,507-58.8% |
| Admin fee / account holder | $12,647 | $9,593+31.8% | $5,747+120.1% | $12,624+0.2% |