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 9-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 | $40,882 | $80,717-49.4% | $154,803-73.6% | $84,808-51.8% |
| Participation rate | 61.0% | 66.8%-5.8pp | 78.1%-17.1pp | 68.3%-7.3pp |
| Annual return | 15.57% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $485 | $2,761-82.4% | $4,305-88.7% | $2,631-81.6% |
| Participant deferral / active EE | $1,761 | $3,303-46.7% | $5,540-68.2% | $4,212-58.2% |
| Admin fee / account holder | $2,750 | $6,746-59.2% | $14,329-80.8% | $7,344-62.6% |