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 | $21,364 | $80,717-73.5% | $154,803-86.2% | $84,808-74.8% |
| Participation rate | 51.6% | 66.8%-15.2pp | 78.1%-26.5pp | 68.3%-16.7pp |
| Annual return | 18.64% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $644 | $2,761-76.7% | $4,305-85.0% | $2,631-75.5% |
| Participant deferral / active EE | $904 | $3,303-72.6% | $5,540-83.7% | $4,212-78.5% |
| Admin fee / account holder | $456 | $6,746-93.2% | $14,329-96.8% | $7,344-93.8% |