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 5-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 | $26,073 | $49,915-47.8% | $154,803-83.2% | $74,304-64.9% |
| Participation rate | 31.8% | 54.0%-22.1pp | 78.1%-46.3pp | 60.3%-28.5pp |
| Annual return | 20.47% | 34.06%-13.6pp | 58.88%-38.4pp | 29.43%-9.0pp |
| Employer contribution / active EE | $644 | $1,611-60.1% | $4,305-85.1% | $2,241-71.3% |
| Participant deferral / active EE | $1,614 | $2,255-28.4% | $5,540-70.9% | $3,767-57.2% |
| Admin fee / account holder | $3,061 | $2,189+39.8% | $14,329-78.6% | $2,969+3.1% |