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 | $27,178 | $114,381-76.2% | $107,525-74.7% | $142,382-80.9% |
| Participation rate | 38.1% | 78.1%-40.0pp | 75.1%-37.0pp | 80.1%-42.0pp |
| Annual return | 14.13% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $958 | $4,015-76.1% | $3,754-74.5% | $4,299-77.7% |
| Participant deferral / active EE | $1,879 | $5,564-66.2% | $5,116-63.3% | $6,507-71.1% |
| Admin fee / account holder | $3,649 | $9,860-63.0% | $8,919-59.1% | $12,624-71.1% |