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 7-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 | $26,852 | $60,892-55.9% | $82,389-67.4% | $84,808-68.3% |
| Participation rate | 23.0% | 63.3%-40.3pp | 69.5%-46.6pp | 68.3%-45.3pp |
| Annual return | 14.98% | 37.29%-22.3pp | 28.67%-13.7pp | 40.90%-25.9pp |
| Employer contribution / active EE | $501 | $1,779-71.8% | $2,517-80.1% | $2,631-80.9% |
| Participant deferral / active EE | $1,431 | $3,179-55.0% | $4,155-65.6% | $4,212-66.0% |
| Admin fee / account holder | $5,599 | $5,467+2.4% | $7,231-22.6% | $7,344-23.8% |