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 3-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 | $15,116 | $80,717-81.3% | $154,803-90.2% | $84,808-82.2% |
| Participation rate | 27.8% | 66.8%-39.0pp | 78.1%-50.3pp | 68.3%-40.5pp |
| Annual return | 22.36% | 37.96%-15.6pp | 58.88%-36.5pp | 40.90%-18.5pp |
| Employer contribution / active EE | $666 | $2,761-75.9% | $4,305-84.5% | $2,631-74.7% |
| Participant deferral / active EE | $1,555 | $3,303-52.9% | $5,540-71.9% | $4,212-63.1% |
| Admin fee / account holder | $3,474 | $6,746-48.5% | $14,329-75.8% | $7,344-52.7% |