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 | $32,738 | $81,248-59.7% | $155,509-78.9% | $80,856-59.5% |
| Participation rate | 40.9% | 66.2%-25.3pp | 78.2%-37.3pp | 67.6%-26.7pp |
| Annual return | 13.49% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $594 | $3,100-80.8% | $4,672-87.3% | $2,755-78.4% |
| Participant deferral / active EE | $1,981 | $3,452-42.6% | $5,626-64.8% | $4,296-53.9% |
| Admin fee / account holder | $1,016 | $7,997-87.3% | $15,912-93.6% | $6,918-85.3% |