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 9-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 | $29,691 | $42,886-30.8% | $88,946-66.6% | $85,563-65.3% |
| Participation rate | 15.6% | 37.9%-22.3pp | 68.8%-53.3pp | 66.0%-50.4pp |
| Annual return | 22.93% | 44.56%-21.6pp | 57.82%-34.9pp | 31.51%-8.6pp |
| Employer contribution / active EE | $391 | $1,147-66.0% | $2,555-84.7% | $2,654-85.3% |
| Participant deferral / active EE | $891 | $2,108-57.7% | $4,581-80.5% | $4,375-79.6% |
| Admin fee / account holder | $2,919 | $2,263+29.0% | $8,261-64.7% | $834+249.9% |