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 5-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 | $23,829 | $110,257-78.4% | $96,544-75.3% | $139,434-82.9% |
| Participation rate | 31.8% | 78.1%-46.3pp | 76.0%-44.1pp | 80.3%-48.5pp |
| Annual return | 21.97% | 26.32%-4.3pp | 25.84%-3.9pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,174 | $3,620-67.6% | $2,965-60.4% | $4,751-75.3% |
| Participant deferral / active EE | $1,962 | $5,548-64.6% | $4,851-59.6% | $6,710-70.8% |
| Admin fee / account holder | $1,964 | $11,591-83.1% | $8,252-76.2% | $11,403-82.8% |