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 3-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 | $23,920 | $60,022-60.1% | $88,946-73.1% | $84,808-71.8% |
| Participation rate | 16.7% | 57.8%-41.2pp | 68.8%-52.2pp | 68.3%-51.6pp |
| Annual return | 23.27% | 22.43%+0.8pp | 57.82%-34.5pp | 40.90%-17.6pp |
| Employer contribution / active EE | $586 | $1,703-65.6% | $2,555-77.1% | $2,631-77.7% |
| Participant deferral / active EE | $949 | $3,114-69.5% | $4,581-79.3% | $4,212-77.5% |
| Admin fee / account holder | $422 | $4,811-91.2% | $8,261-94.9% | $7,344-94.3% |