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 7-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 | $32,620 | $80,717-59.6% | $154,803-78.9% | $84,808-61.5% |
| Participation rate | 53.1% | 66.8%-13.7pp | 78.1%-24.9pp | 68.3%-15.2pp |
| Annual return | 17.01% | 37.96%-20.9pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $757 | $2,761-72.6% | $4,305-82.4% | $2,631-71.2% |
| Participant deferral / active EE | $1,615 | $3,303-51.1% | $5,540-70.8% | $4,212-61.6% |
| Admin fee / account holder | $1,625 | $6,746-75.9% | $14,329-88.7% | $7,344-77.9% |