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 | $20,417 | $80,717-74.7% | $154,803-86.8% | $84,808-75.9% |
| Participation rate | 22.7% | 66.8%-44.1pp | 78.1%-55.3pp | 68.3%-45.6pp |
| Annual return | 21.38% | 37.96%-16.6pp | 58.88%-37.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $787 | $2,761-71.5% | $4,305-81.7% | $2,631-70.1% |
| Participant deferral / active EE | $1,409 | $3,303-57.3% | $5,540-74.6% | $4,212-66.5% |
| Admin fee / account holder | $4,923 | $6,746-27.0% | $14,329-65.6% | $7,344-33.0% |