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 6-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 | $42,675 | $100,773-57.7% | $88,946-52.0% | $142,382-70.0% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 13.71% | 70.18%-56.5pp | 57.82%-44.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $981 | $2,918-66.4% | $2,555-61.6% | $4,299-77.2% |
| Participant deferral / active EE | $2,725 | $5,230-47.9% | $4,581-40.5% | $6,507-58.1% |
| Admin fee / account holder | $24,662 | $9,693+154.4% | $8,261+198.5% | $12,624+95.4% |