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 | $29,325 | $63,764-54.0% | $81,930-64.2% | $79,858-63.3% |
| Participation rate | 23.5% | 67.5%-44.0pp | 72.0%-48.5pp | 69.6%-46.1pp |
| Annual return | 19.46% | 22.66%-3.2pp | 29.49%-10.0pp | 31.71%-12.2pp |
| Employer contribution / active EE | $557 | $1,795-69.0% | $4,310-87.1% | $2,471-77.4% |
| Participant deferral / active EE | $1,779 | $2,780-36.0% | $7,107-75.0% | $3,740-52.4% |
| Admin fee / account holder | $380 | $4,426-91.4% | $5,158-92.6% | $5,306-92.8% |