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 | $28,209 | $58,879-52.1% | $178,490-84.2% | $73,488-61.6% |
| Participation rate | 54.8% | 66.2%-11.4pp | 81.9%-27.1pp | 70.7%-15.9pp |
| Annual return | 37.10% | 24.86%+12.2pp | 151.07%-114.0pp | 28.51%+8.6pp |
| Employer contribution / active EE | $906 | $2,236-59.5% | $5,011-81.9% | $2,270-60.1% |
| Participant deferral / active EE | $2,408 | $2,567-6.2% | $5,202-53.7% | $3,740-35.6% |
| Admin fee / account holder | $1,812 | $400+352.7% | $13,984-87.0% | $513+253.2% |