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 | $37,013 | $54,705-32.3% | $71,209-48.0% | $84,808-56.4% |
| Participation rate | 24.4% | 64.1%-39.7pp | 73.8%-49.4pp | 68.3%-43.9pp |
| Annual return | 13.73% | 35.90%-22.2pp | 282.51%-268.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $520 | $2,158-75.9% | $2,721-80.9% | $2,631-80.2% |
| Participant deferral / active EE | $1,216 | $3,030-59.9% | $4,175-70.9% | $4,212-71.1% |
| Admin fee / account holder | $2,852 | $4,863-41.4% | $5,349-46.7% | $7,344-61.2% |