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 | $15,316 | $37,426-59.1% | $77,482-80.2% | $79,858-80.8% |
| Participation rate | 43.6% | 41.5%+2.1pp | 54.2%-10.6pp | 69.6%-26.0pp |
| Annual return | 20.22% | 39.70%-19.5pp | 54.79%-34.6pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,004 | $637+57.7% | $986+1.8% | $2,471-59.4% |
| Participant deferral / active EE | $1,576 | $1,260+25.1% | $1,861-15.3% | $3,740-57.9% |
| Admin fee / account holder | $897 | $2,504-64.2% | $2,858-68.6% | $5,306-83.1% |