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 9-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 | $21,440 | $58,512-63.4% | $84,015-74.5% | $72,985-70.6% |
| Participation rate | 28.0% | 61.2%-33.2pp | 69.0%-41.0pp | 69.5%-41.5pp |
| Annual return | 24.45% | 28.93%-4.5pp | 71.31%-46.9pp | 81.00%-56.6pp |
| Employer contribution / active EE | $302 | $1,163-74.0% | $1,983-84.8% | $2,440-87.6% |
| Participant deferral / active EE | $1,404 | $2,394-41.3% | $3,239-56.6% | $3,607-61.1% |
| Admin fee / account holder | $938 | $4,569-79.5% | $6,101-84.6% | $5,124-81.7% |