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 | $41,353 | $81,248-49.1% | $155,509-73.4% | $80,856-48.9% |
| Participation rate | 31.4% | 66.2%-34.8pp | 78.2%-46.8pp | 67.6%-36.2pp |
| Annual return | 28.17% | 33.31%-5.1pp | 64.67%-36.5pp | 35.59%-7.4pp |
| Employer contribution / active EE | $555 | $3,100-82.1% | $4,672-88.1% | $2,755-79.9% |
| Participant deferral / active EE | $6,184 | $3,452+79.2% | $5,626+9.9% | $4,296+43.9% |
| Admin fee / account holder | $2,280 | $7,997-71.5% | $15,912-85.7% | $6,918-67.0% |