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 8-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 | $29,007 | $127,777-77.3% | $106,548-72.8% | $167,490-82.7% |
| Participation rate | 36.8% | 78.3%-41.4pp | 76.1%-39.3pp | 82.1%-45.3pp |
| Annual return | 13.16% | 33.87%-20.7pp | 26.80%-13.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $797 | $3,427-76.7% | $2,819-71.7% | $4,837-83.5% |
| Participant deferral / active EE | $3,303 | $5,087-35.1% | $4,398-24.9% | $6,341-47.9% |
| Admin fee / account holder | $5,283 | $11,228-52.9% | $7,407-28.7% | $12,309-57.1% |