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 3-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 | $7,152 | $24,730-71.1% | $66,042-89.2% | $84,808-91.6% |
| Participation rate | 68.9% | 68.1%+0.8pp | 67.5%+1.3pp | 68.3%+0.5pp |
| Annual return | 20.11% | 79.55%-59.4pp | 52.11%-32.0pp | 40.90%-20.8pp |
| Employer contribution / active EE | $331 | $857-61.4% | $1,579-79.1% | $2,631-87.4% |
| Participant deferral / active EE | $2,082 | $1,737+19.9% | $2,835-26.6% | $4,212-50.6% |
| Admin fee / account holder | $1,284 | $3,014-57.4% | $5,747-77.6% | $7,344-82.5% |