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 6-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 | $25,070 | $80,717-68.9% | $154,803-83.8% | $84,808-70.4% |
| Participation rate | 37.8% | 66.8%-29.0pp | 78.1%-40.3pp | 68.3%-30.5pp |
| Annual return | 13.58% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $368 | $2,761-86.7% | $4,305-91.4% | $2,631-86.0% |
| Participant deferral / active EE | $994 | $3,303-69.9% | $5,540-82.1% | $4,212-76.4% |
| Admin fee / account holder | $2,402 | $6,746-64.4% | $14,329-83.2% | $7,344-67.3% |