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 | $23,102 | $64,480-64.2% | $81,382-71.6% | $80,856-71.4% |
| Participation rate | 19.4% | 63.9%-44.5pp | 69.5%-50.1pp | 67.6%-48.3pp |
| Annual return | 21.38% | 16.34%+5.0pp | 24.73%-3.4pp | 35.59%-14.2pp |
| Employer contribution / active EE | $472 | $1,978-76.1% | $2,463-80.8% | $2,755-82.9% |
| Participant deferral / active EE | $1,284 | $3,094-58.5% | $3,883-66.9% | $4,296-70.1% |
| Admin fee / account holder | $519 | $5,671-90.9% | $5,768-91.0% | $6,918-92.5% |