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 | $26,626 | $48,795-45.4% | $65,493-59.3% | $84,808-68.6% |
| Participation rate | 28.0% | 67.0%-39.0pp | 73.1%-45.1pp | 68.3%-40.3pp |
| Annual return | 13.34% | 20.20%-6.9pp | 982.45%-969.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,466 | $1,930+27.8% | $2,574-4.2% | $2,631-6.3% |
| Participant deferral / active EE | $2,800 | $2,928-4.4% | $3,961-29.3% | $4,212-33.5% |
| Admin fee / account holder | $3,378 | $3,877-12.9% | $5,028-32.8% | $7,344-54.0% |