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 | $36,420 | $80,717-54.9% | $154,803-76.5% | $84,808-57.1% |
| Participation rate | 35.8% | 66.8%-31.0pp | 78.1%-42.2pp | 68.3%-32.5pp |
| Annual return | 15.55% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $545 | $2,761-80.3% | $4,305-87.4% | $2,631-79.3% |
| Participant deferral / active EE | $1,401 | $3,303-57.6% | $5,540-74.7% | $4,212-66.7% |
| Admin fee / account holder | $3,205 | $6,746-52.5% | $14,329-77.6% | $7,344-56.4% |