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 | $37,148 | $57,016-34.8% | $84,966-56.3% | $80,856-54.1% |
| Participation rate | 21.6% | 56.3%-34.8pp | 67.5%-45.9pp | 67.6%-46.1pp |
| Annual return | 14.66% | 21.66%-7.0pp | 66.38%-51.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $706 | $1,798-60.7% | $2,727-74.1% | $2,755-74.4% |
| Participant deferral / active EE | $1,797 | $3,110-42.2% | $4,519-60.2% | $4,296-58.2% |
| Admin fee / account holder | $2,017 | $4,980-59.5% | $6,149-67.2% | $6,918-70.8% |