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 | $19,560 | $49,915-60.8% | $154,803-87.4% | $74,304-73.7% |
| Participation rate | 30.8% | 54.0%-23.2pp | 78.1%-47.3pp | 60.3%-29.6pp |
| Annual return | 19.07% | 34.06%-15.0pp | 58.88%-39.8pp | 29.43%-10.4pp |
| Employer contribution / active EE | $592 | $1,611-63.2% | $4,305-86.2% | $2,241-73.6% |
| Participant deferral / active EE | $1,187 | $2,255-47.4% | $5,540-78.6% | $3,767-68.5% |
| Admin fee / account holder | $3,835 | $2,189+75.2% | $14,329-73.2% | $2,969+29.2% |