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 7-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 | $27,751 | $49,915-44.4% | $154,803-82.1% | $74,304-62.7% |
| Participation rate | 36.8% | 54.0%-17.2pp | 78.1%-41.3pp | 60.3%-23.6pp |
| Annual return | 16.81% | 34.06%-17.2pp | 58.88%-42.1pp | 29.43%-12.6pp |
| Employer contribution / active EE | $584 | $1,611-63.8% | $4,305-86.4% | $2,241-73.9% |
| Participant deferral / active EE | $868 | $2,255-61.5% | $5,540-84.3% | $3,767-77.0% |
| Admin fee / account holder | $3,954 | $2,189+80.6% | $14,329-72.4% | $2,969+33.2% |