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 | $32,068 | $60,892-47.3% | $82,389-61.1% | $84,808-62.2% |
| Participation rate | 38.2% | 63.3%-25.0pp | 69.5%-31.3pp | 68.3%-30.1pp |
| Annual return | 16.20% | 37.29%-21.1pp | 28.67%-12.5pp | 40.90%-24.7pp |
| Employer contribution / active EE | $403 | $1,779-77.3% | $2,517-84.0% | $2,631-84.7% |
| Participant deferral / active EE | $1,986 | $3,179-37.5% | $4,155-52.2% | $4,212-52.9% |
| Admin fee / account holder | $1,296 | $5,467-76.3% | $7,231-82.1% | $7,344-82.3% |