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 | $18,710 | $49,915-62.5% | $154,803-87.9% | $74,304-74.8% |
| Participation rate | 48.5% | 54.0%-5.4pp | 78.1%-29.5pp | 60.3%-11.8pp |
| Annual return | 16.73% | 34.06%-17.3pp | 58.88%-42.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $828 | $1,611-48.6% | $4,305-80.8% | $2,241-63.0% |
| Participant deferral / active EE | $1,103 | $2,255-51.1% | $5,540-80.1% | $3,767-70.7% |
| Admin fee / account holder | $1,780 | $2,189-18.7% | $14,329-87.6% | $2,969-40.1% |