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 10-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 | $23,531 | $80,717-70.8% | $154,803-84.8% | $84,808-72.3% |
| Participation rate | 39.6% | 66.8%-27.2pp | 78.1%-38.5pp | 68.3%-28.7pp |
| Annual return | 19.73% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $901 | $2,761-67.4% | $4,305-79.1% | $2,631-65.8% |
| Participant deferral / active EE | $1,343 | $3,303-59.3% | $5,540-75.8% | $4,212-68.1% |
| Admin fee / account holder | $397 | $6,746-94.1% | $14,329-97.2% | $7,344-94.6% |