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 | $12,774 | $35,986-64.5% | $77,482-83.5% | $73,488-82.6% |
| Participation rate | 30.1% | 40.8%-10.7pp | 54.2%-24.1pp | 70.7%-40.6pp |
| Annual return | 18.29% | 19.26%-1.0pp | 54.79%-36.5pp | 28.51%-10.2pp |
| Employer contribution / active EE | $504 | $557-9.7% | $986-49.0% | $2,270-77.8% |
| Participant deferral / active EE | $1,796 | $1,198+50.0% | $1,861-3.5% | $3,740-52.0% |
| Admin fee / account holder | $2,242 | $466+381.2% | $2,858-21.6% | $513+336.9% |