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 3-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 | $22,865 | $81,248-71.9% | $155,509-85.3% | $80,856-71.7% |
| Participation rate | 35.7% | 66.2%-30.5pp | 78.2%-42.5pp | 67.6%-31.9pp |
| Annual return | 20.53% | 33.31%-12.8pp | 64.67%-44.1pp | 35.59%-15.1pp |
| Employer contribution / active EE | $915 | $3,100-70.5% | $4,672-80.4% | $2,755-66.8% |
| Participant deferral / active EE | $1,897 | $3,452-45.0% | $5,626-66.3% | $4,296-55.8% |
| Admin fee / account holder | $1,042 | $7,997-87.0% | $15,912-93.4% | $6,918-84.9% |