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 6-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 | $43,503 | $74,927-41.9% | $101,794-57.3% | $84,808-48.7% |
| Participation rate | 41.9% | 61.4%-19.5pp | 69.2%-27.2pp | 68.3%-26.4pp |
| Annual return | 18.22% | 18.70%-0.5pp | 30.53%-12.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $969 | $1,522-36.4% | $2,289-57.7% | $2,631-63.2% |
| Participant deferral / active EE | $1,416 | $3,099-54.3% | $4,084-65.3% | $4,212-66.4% |
| Admin fee / account holder | $1,154 | $6,514-82.3% | $8,777-86.9% | $7,344-84.3% |