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 5-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 | $18,970 | $60,022-68.4% | $88,946-78.7% | $84,808-77.6% |
| Participation rate | 28.6% | 57.8%-29.3pp | 68.8%-40.3pp | 68.3%-39.7pp |
| Annual return | 20.19% | 22.43%-2.2pp | 57.82%-37.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $746 | $1,703-56.2% | $2,555-70.8% | $2,631-71.7% |
| Participant deferral / active EE | $967 | $3,114-68.9% | $4,581-78.9% | $4,212-77.0% |
| Admin fee / account holder | $719 | $4,811-85.1% | $8,261-91.3% | $7,344-90.2% |