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 | $17,901 | $81,248-78.0% | $155,509-88.5% | $80,856-77.9% |
| Participation rate | 23.3% | 66.2%-43.0pp | 78.2%-54.9pp | 67.6%-44.4pp |
| Annual return | 13.72% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $436 | $3,100-85.9% | $4,672-90.7% | $2,755-84.2% |
| Participant deferral / active EE | $1,248 | $3,452-63.9% | $5,626-77.8% | $4,296-71.0% |
| Admin fee / account holder | $306 | $7,997-96.2% | $15,912-98.1% | $6,918-95.6% |