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 8-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 | $28,463 | $78,422-63.7% | $95,952-70.3% | $79,858-64.4% |
| Participation rate | 16.0% | 73.5%-57.5pp | 77.1%-61.1pp | 69.6%-53.6pp |
| Annual return | 19.17% | 19.37%-0.2pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $637 | $1,945-67.3% | $2,541-74.9% | $2,471-74.2% |
| Participant deferral / active EE | $1,805 | $3,440-47.5% | $4,167-56.7% | $3,740-51.7% |
| Admin fee / account holder | $2,164 | $5,622-61.5% | $6,795-68.2% | $5,306-59.2% |