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 6-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 | $40,355 | $57,016-29.2% | $84,966-52.5% | $80,856-50.1% |
| Participation rate | 39.5% | 56.3%-16.8pp | 67.5%-28.0pp | 67.6%-28.1pp |
| Annual return | 13.88% | 21.66%-7.8pp | 66.38%-52.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $831 | $1,798-53.8% | $2,727-69.5% | $2,755-69.8% |
| Participant deferral / active EE | $1,662 | $3,110-46.5% | $4,519-63.2% | $4,296-61.3% |
| Admin fee / account holder | $3,941 | $4,980-20.9% | $6,149-35.9% | $6,918-43.0% |