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 4-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 | $24,876 | $64,480-61.4% | $81,382-69.4% | $80,856-69.2% |
| Participation rate | 13.8% | 63.9%-50.0pp | 69.5%-55.7pp | 67.6%-53.8pp |
| Annual return | 11.55% | 16.34%-4.8pp | 24.73%-13.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,959 | $3,094-36.7% | $3,883-49.5% | $4,296-54.4% |
| Admin fee / account holder | $4,048 | $5,671-28.6% | $5,768-29.8% | $6,918-41.5% |