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 8-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 | $27,663 | $60,022-53.9% | $88,946-68.9% | $84,808-67.4% |
| Participation rate | 45.5% | 57.8%-12.4pp | 68.8%-23.4pp | 68.3%-22.9pp |
| Annual return | 14.81% | 22.43%-7.6pp | 57.82%-43.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,645 | $3,114-47.2% | $4,581-64.1% | $4,212-60.9% |
| Admin fee / account holder | $6,894 | $4,811+43.3% | $8,261-16.6% | $7,344-6.1% |