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 | $19,355 | $37,426-48.3% | $77,482-75.0% | $79,858-75.8% |
| Participation rate | 38.3% | 41.5%-3.2pp | 54.2%-15.9pp | 69.6%-31.4pp |
| Annual return | 25.63% | 39.70%-14.1pp | 54.79%-29.2pp | 31.71%-6.1pp |
| Employer contribution / active EE | $922 | $637+44.9% | $986-6.5% | $2,471-62.7% |
| Participant deferral / active EE | $1,529 | $1,260+21.3% | $1,861-17.9% | $3,740-59.1% |
| Admin fee / account holder | $2,965 | $2,504+18.4% | $2,858+3.8% | $5,306-44.1% |