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 | $26,844 | $60,892-55.9% | $82,389-67.4% | $84,808-68.3% |
| Participation rate | 47.5% | 63.3%-15.8pp | 69.5%-22.0pp | 68.3%-20.8pp |
| Annual return | 18.66% | 37.29%-18.6pp | 28.67%-10.0pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,570 | $3,179-50.6% | $4,155-62.2% | $4,212-62.7% |
| Admin fee / account holder | $363 | $5,467-93.4% | $7,231-95.0% | $7,344-95.1% |