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 3-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 | $31,668 | $57,016-44.5% | $84,966-62.7% | $80,856-60.8% |
| Participation rate | 10.8% | 56.3%-45.6pp | 67.5%-56.7pp | 67.6%-56.9pp |
| Annual return | 15.59% | 21.66%-6.1pp | 66.38%-50.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $540 | $1,798-70.0% | $2,727-80.2% | $2,755-80.4% |
| Participant deferral / active EE | $892 | $3,110-71.3% | $4,519-80.3% | $4,296-79.2% |
| Admin fee / account holder | $5,827 | $4,980+17.0% | $6,149-5.2% | $6,918-15.8% |