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 7-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 | $28,728 | $80,717-64.4% | $154,803-81.4% | $84,808-66.1% |
| Participation rate | 26.7% | 66.8%-40.1pp | 78.1%-51.4pp | 68.3%-41.6pp |
| Annual return | 30.14% | 37.96%-7.8pp | 58.88%-28.7pp | 40.90%-10.8pp |
| Employer contribution / active EE | $678 | $2,761-75.5% | $4,305-84.3% | $2,631-74.2% |
| Participant deferral / active EE | $1,915 | $3,303-42.0% | $5,540-65.4% | $4,212-54.5% |
| Admin fee / account holder | $815 | $6,746-87.9% | $14,329-94.3% | $7,344-88.9% |