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 | $32,163 | $51,175-37.2% | $70,515-54.4% | $75,163-57.2% |
| Participation rate | 43.5% | 60.9%-17.5pp | 68.3%-24.9pp | 67.2%-23.7pp |
| Annual return | 15.42% | 30.02%-14.6pp | 32.77%-17.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $862 | $1,826-52.8% | $2,973-71.0% | $2,670-67.7% |
| Participant deferral / active EE | $2,561 | $2,849-10.1% | $4,567-43.9% | $4,125-37.9% |
| Admin fee / account holder | $2,171 | $4,091-46.9% | $6,412-66.1% | $5,651-61.6% |