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 6-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 | $24,517 | $81,460-69.9% | $103,333-76.3% | $80,856-69.7% |
| Participation rate | 53.1% | 66.8%-13.7pp | 74.5%-21.4pp | 67.6%-14.5pp |
| Annual return | 14.32% | 25.55%-11.2pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,472 | $3,105-52.6% | $3,868-61.9% | $2,755-46.6% |
| Participant deferral / active EE | $1,798 | $3,869-53.5% | $5,057-64.4% | $4,296-58.1% |
| Admin fee / account holder | $2,729 | $6,566-58.4% | $8,355-67.3% | $6,918-60.6% |