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 8-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 | $23,164 | $74,927-69.1% | $101,794-77.2% | $84,808-72.7% |
| Participation rate | 31.9% | 61.4%-29.5pp | 69.2%-37.3pp | 68.3%-36.4pp |
| Annual return | 17.80% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,356 | $1,522-10.9% | $2,289-40.7% | $2,631-48.5% |
| Participant deferral / active EE | $2,295 | $3,099-25.9% | $4,084-43.8% | $4,212-45.5% |
| Admin fee / account holder | $5,118 | $6,514-21.4% | $8,777-41.7% | $7,344-30.3% |