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 | $26,215 | $48,750-46.2% | $88,946-70.5% | $74,304-64.7% |
| Participation rate | 32.3% | 44.5%-12.2pp | 68.8%-36.5pp | 60.3%-28.0pp |
| Annual return | 18.76% | 25.91%-7.1pp | 57.82%-39.1pp | 29.43%-10.7pp |
| Employer contribution / active EE | $792 | $1,255-36.9% | $2,555-69.0% | $2,241-64.6% |
| Participant deferral / active EE | $1,266 | $2,423-47.7% | $4,581-72.4% | $3,767-66.4% |
| Admin fee / account holder | $1,066 | $3,756-71.6% | $8,261-87.1% | $2,969-64.1% |