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 | $21,388 | $80,717-73.5% | $154,803-86.2% | $84,808-74.8% |
| Participation rate | 42.9% | 66.8%-24.0pp | 78.1%-35.2pp | 68.3%-25.5pp |
| Annual return | 16.33% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $585 | $2,761-78.8% | $4,305-86.4% | $2,631-77.8% |
| Participant deferral / active EE | $2,049 | $3,303-38.0% | $5,540-63.0% | $4,212-51.3% |
| Admin fee / account holder | $4,556 | $6,746-32.5% | $14,329-68.2% | $7,344-38.0% |