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 | $39,598 | $37,426+5.8% | $77,482-48.9% | $79,858-50.4% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.6%-44.6pp |
| Annual return | 26.53% | 39.70%-13.2pp | 54.79%-28.3pp | 31.71%-5.2pp |
| Employer contribution / active EE | $390 | $637-38.7% | $986-60.5% | $2,471-84.2% |
| Participant deferral / active EE | $880 | $1,260-30.2% | $1,861-52.7% | $3,740-76.5% |
| Admin fee / account holder | $6,203 | $2,504+147.7% | $2,858+117.1% | $5,306+16.9% |