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 | $23,076 | $52,279-55.9% | $89,391-74.2% | $79,858-71.1% |
| Participation rate | 27.8% | 57.5%-29.8pp | 68.0%-40.2pp | 69.6%-41.9pp |
| Annual return | 13.80% | 22.16%-8.4pp | 245.62%-231.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $672 | $1,572-57.2% | $2,586-74.0% | $2,471-72.8% |
| Participant deferral / active EE | $1,196 | $2,740-56.4% | $3,890-69.3% | $3,740-68.0% |
| Admin fee / account holder | $3,335 | $3,356-0.6% | $4,881-31.7% | $5,306-37.1% |