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 | $29,854 | $60,022-50.3% | $88,946-66.4% | $84,808-64.8% |
| Participation rate | 27.3% | 57.8%-30.6pp | 68.8%-41.6pp | 68.3%-41.0pp |
| Annual return | 17.72% | 22.43%-4.7pp | 57.82%-40.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $449 | $1,703-73.6% | $2,555-82.4% | $2,631-82.9% |
| Participant deferral / active EE | $986 | $3,114-68.3% | $4,581-78.5% | $4,212-76.6% |
| Admin fee / account holder | $3,718 | $4,811-22.7% | $8,261-55.0% | $7,344-49.4% |