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 | $23,995 | $48,046-50.1% | $84,611-71.6% | $72,985-67.1% |
| Participation rate | 20.6% | 57.6%-37.0pp | 68.2%-47.6pp | 69.5%-48.9pp |
| Annual return | 23.18% | 37.38%-14.2pp | 258.74%-235.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $465 | $1,602-71.0% | $2,652-82.5% | $2,440-81.0% |
| Participant deferral / active EE | $796 | $2,680-70.3% | $3,899-79.6% | $3,607-77.9% |
| Admin fee / account holder | $1,137 | $3,395-66.5% | $4,912-76.9% | $5,124-77.8% |