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 9-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 | $23,881 | $55,706-57.1% | $75,886-68.5% | $72,985-67.3% |
| Participation rate | 42.9% | 61.1%-18.3pp | 69.3%-26.4pp | 69.5%-26.6pp |
| Annual return | 18.59% | 27.59%-9.0pp | 30.76%-12.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $889 | $1,687-47.3% | $2,500-64.4% | $2,440-63.5% |
| Participant deferral / active EE | $2,394 | $2,634-9.1% | $3,603-33.6% | $3,607-33.6% |
| Admin fee / account holder | $1,169 | $3,978-70.6% | $5,418-78.4% | $5,124-77.2% |