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 3-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 | $8,900 | $80,717-89.0% | $154,803-94.3% | $84,808-89.5% |
| Participation rate | 47.8% | 66.8%-19.0pp | 78.1%-30.2pp | 68.3%-20.5pp |
| Annual return | 25.63% | 37.96%-12.3pp | 58.88%-33.2pp | 40.90%-15.3pp |
| Employer contribution / active EE | $686 | $2,761-75.2% | $4,305-84.1% | $2,631-73.9% |
| Participant deferral / active EE | $1,252 | $3,303-62.1% | $5,540-77.4% | $4,212-70.3% |
| Admin fee / account holder | $331 | $6,746-95.1% | $14,329-97.7% | $7,344-95.5% |