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 8-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 | $15,598 | $54,762-71.5% | $90,281-82.7% | $72,985-78.6% |
| Participation rate | 36.5% | 65.1%-28.6pp | 73.3%-36.8pp | 69.5%-33.0pp |
| Annual return | 37.54% | 30.63%+6.9pp | 78.10%-40.6pp | 81.00%-43.5pp |
| Employer contribution / active EE | $287 | $2,092-86.3% | $2,854-89.9% | $2,440-88.2% |
| Participant deferral / active EE | $1,062 | $2,887-63.2% | $3,885-72.7% | $3,607-70.6% |
| Admin fee / account holder | $367 | $3,972-90.7% | $5,351-93.1% | $5,124-92.8% |