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 | $28,906 | $89,355-67.6% | $141,162-79.5% | $72,985-60.4% |
| Participation rate | 23.4% | 75.1%-51.7pp | 82.5%-59.1pp | 69.5%-46.1pp |
| Annual return | 24.65% | 111.85%-87.2pp | 71.39%-46.7pp | 81.00%-56.4pp |
| Employer contribution / active EE | $669 | $3,114-78.5% | $4,735-85.9% | $2,440-72.6% |
| Participant deferral / active EE | $2,331 | $5,418-57.0% | $6,709-65.3% | $3,607-35.4% |
| Admin fee / account holder | $1,650 | $5,958-72.3% | $10,261-83.9% | $5,124-67.8% |