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 7-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 | $23,229 | $59,097-60.7% | $82,389-71.8% | $74,304-68.7% |
| Participation rate | 35.5% | 52.8%-17.3pp | 69.5%-34.1pp | 60.3%-24.9pp |
| Annual return | 20.38% | 22.85%-2.5pp | 28.67%-8.3pp | 29.43%-9.0pp |
| Employer contribution / active EE | $580 | $1,601-63.8% | $2,517-77.0% | $2,241-74.1% |
| Participant deferral / active EE | $2,510 | $2,775-9.6% | $4,155-39.6% | $3,767-33.4% |
| Admin fee / account holder | $1,678 | $4,489-62.6% | $7,231-76.8% | $2,969-43.5% |