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 | $21,453 | $62,573-65.7% | $85,682-75.0% | $85,850-75.0% |
| Participation rate | 16.2% | 61.1%-45.0pp | 69.9%-53.7pp | 69.3%-53.1pp |
| Annual return | 20.51% | 23.77%-3.3pp | 21.49%-1.0pp | 318.53%-298.0pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,198 | $2,802-57.2% | $3,923-69.5% | $3,952-69.7% |
| Admin fee / account holder | $1,218 | $4,640-73.7% | $6,873-82.3% | $6,260-80.5% |