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 7-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 | $23,591 | $42,886-45.0% | $88,946-73.5% | $85,563-72.4% |
| Participation rate | 21.9% | 37.9%-16.0pp | 68.8%-46.9pp | 66.0%-44.0pp |
| Annual return | 23.09% | 44.56%-21.5pp | 57.82%-34.7pp | 31.51%-8.4pp |
| Employer contribution / active EE | $515 | $1,147-55.1% | $2,555-79.8% | $2,654-80.6% |
| Participant deferral / active EE | $797 | $2,108-62.2% | $4,581-82.6% | $4,375-81.8% |
| Admin fee / account holder | $591 | $2,263-73.9% | $8,261-92.8% | $834-29.1% |