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 3-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 | $15,890 | $49,915-68.2% | $154,803-89.7% | $74,304-78.6% |
| Participation rate | 31.7% | 54.0%-22.2pp | 78.1%-46.3pp | 60.3%-28.6pp |
| Annual return | 12.85% | 34.06%-21.2pp | 58.88%-46.0pp | 29.43%-16.6pp |
| Employer contribution / active EE | $523 | $1,611-67.5% | $4,305-87.9% | $2,241-76.7% |
| Participant deferral / active EE | $773 | $2,255-65.7% | $5,540-86.1% | $3,767-79.5% |
| Admin fee / account holder | $1,599 | $2,189-27.0% | $14,329-88.8% | $2,969-46.2% |