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 3-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 | $8,937 | $80,717-88.9% | $154,803-94.2% | $84,808-89.5% |
| Participation rate | 51.6% | 66.8%-15.2pp | 78.1%-26.5pp | 68.3%-16.7pp |
| Annual return | 52.10% | 37.96%+14.1pp | 58.88%-6.8pp | 40.90%+11.2pp |
| Employer contribution / active EE | $851 | $2,761-69.2% | $4,305-80.2% | $2,631-67.7% |
| Participant deferral / active EE | $1,173 | $3,303-64.5% | $5,540-78.8% | $4,212-72.2% |
| Admin fee / account holder | $1,746 | $6,746-74.1% | $14,329-87.8% | $7,344-76.2% |