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 | $19,492 | $81,248-76.0% | $155,509-87.5% | $80,856-75.9% |
| Participation rate | 34.7% | 66.2%-31.5pp | 78.2%-43.5pp | 67.6%-32.9pp |
| Annual return | 14.29% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $708 | $3,100-77.1% | $4,672-84.8% | $2,755-74.3% |
| Participant deferral / active EE | $1,743 | $3,452-49.5% | $5,626-69.0% | $4,296-59.4% |
| Admin fee / account holder | $1,096 | $7,997-86.3% | $15,912-93.1% | $6,918-84.2% |