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 | $55,171 | $99,877-44.8% | $84,966-35.1% | $145,922-62.2% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 12.92% | 83.76%-70.8pp | 66.38%-53.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $694 | $3,231-78.5% | $2,727-74.6% | $4,660-85.1% |
| Participant deferral / active EE | $1,476 | $5,291-72.1% | $4,519-67.3% | $6,688-77.9% |
| Admin fee / account holder | $2,724 | $7,248-62.4% | $6,149-55.7% | $13,397-79.7% |