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 | $22,805 | $72,277-68.4% | $101,248-77.5% | $79,858-71.4% |
| Participation rate | 17.9% | 68.5%-50.5pp | 75.8%-57.9pp | 69.6%-51.7pp |
| Annual return | 19.05% | 22.30%-3.2pp | 46.47%-27.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $772 | $2,692-71.3% | $3,660-78.9% | $2,471-68.7% |
| Participant deferral / active EE | $2,162 | $3,282-34.1% | $4,370-50.5% | $3,740-42.2% |
| Admin fee / account holder | $2,748 | $4,400-37.6% | $5,945-53.8% | $5,306-48.2% |