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 | $19,535 | $65,365-70.1% | $92,893-79.0% | $72,985-73.2% |
| Participation rate | 47.4% | 68.3%-20.9pp | 76.0%-28.6pp | 69.5%-22.1pp |
| Annual return | 27.79% | 42.10%-14.3pp | 109.41%-81.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $1,532 | $2,594-40.9% | $3,653-58.1% | $2,440-37.2% |
| Participant deferral / active EE | $2,837 | $3,128-9.3% | $4,236-33.0% | $3,607-21.4% |
| Admin fee / account holder | $5,854 | $4,251+37.7% | $5,794+1.0% | $5,124+14.2% |