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 | $21,776 | $78,926-72.4% | $136,749-84.1% | $84,808-74.3% |
| Participation rate | 25.8% | 62.2%-36.4pp | 72.1%-46.4pp | 68.3%-42.6pp |
| Annual return | 15.02% | 18.17%-3.1pp | 24.33%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $964 | $2,134-54.8% | $3,400-71.6% | $2,631-63.4% |
| Participant deferral / active EE | $2,483 | $3,168-21.6% | $4,692-47.1% | $4,212-41.0% |
| Admin fee / account holder | $7,584 | $6,369+19.1% | $11,386-33.4% | $7,344+3.3% |