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 | $19,254 | $51,045-62.3% | $70,515-72.7% | $71,457-73.1% |
| Participation rate | 19.4% | 59.4%-40.0pp | 68.3%-48.9pp | 67.9%-48.5pp |
| Annual return | 36.33% | 42.63%-6.3pp | 32.77%+3.6pp | 28.85%+7.5pp |
| Employer contribution / active EE | $601 | $1,790-66.4% | $2,973-79.8% | $2,588-76.8% |
| Participant deferral / active EE | $1,086 | $3,026-64.1% | $4,567-76.2% | $4,289-74.7% |
| Admin fee / account holder | $3,563 | $1,994+78.7% | $6,412-44.4% | $1,587+124.5% |