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 | $23,341 | $80,717-71.1% | $154,803-84.9% | $84,808-72.5% |
| Participation rate | 22.0% | 66.8%-44.8pp | 78.1%-56.1pp | 68.3%-46.3pp |
| Annual return | 18.67% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $549 | $2,761-80.1% | $4,305-87.3% | $2,631-79.1% |
| Participant deferral / active EE | $927 | $3,303-71.9% | $5,540-83.3% | $4,212-78.0% |
| Admin fee / account holder | $1,709 | $6,746-74.7% | $14,329-88.1% | $7,344-76.7% |