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 | $27,028 | $49,915-45.9% | $154,803-82.5% | $74,304-63.6% |
| Participation rate | 38.1% | 54.0%-15.8pp | 78.1%-39.9pp | 60.3%-22.2pp |
| Annual return | 16.35% | 34.06%-17.7pp | 58.88%-42.5pp | 29.43%-13.1pp |
| Employer contribution / active EE | $975 | $1,611-39.5% | $4,305-77.4% | $2,241-56.5% |
| Participant deferral / active EE | $1,672 | $2,255-25.8% | $5,540-69.8% | $3,767-55.6% |
| Admin fee / account holder | $2,403 | $2,189+9.8% | $14,329-83.2% | $2,969-19.0% |