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 | $19,702 | $58,523-66.3% | $99,443-80.2% | $72,985-73.0% |
| Participation rate | 45.8% | 64.6%-18.8pp | 73.8%-28.0pp | 69.5%-23.7pp |
| Annual return | 32.27% | 28.51%+3.8pp | 30.72%+1.6pp | 81.00%-48.7pp |
| Employer contribution / active EE | $1,553 | $1,512+2.7% | $2,540-38.9% | $2,440-36.4% |
| Participant deferral / active EE | $2,207 | $2,606-15.3% | $3,619-39.0% | $3,607-38.8% |
| Admin fee / account holder | $1,220 | $4,102-70.3% | $6,250-80.5% | $5,124-76.2% |