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 | $17,347 | $64,480-73.1% | $81,382-78.7% | $80,856-78.5% |
| Participation rate | 39.1% | 63.9%-24.7pp | 69.5%-30.4pp | 67.6%-28.5pp |
| Annual return | 12.56% | 16.34%-3.8pp | 24.73%-12.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $897 | $1,978-54.7% | $2,463-63.6% | $2,755-67.4% |
| Participant deferral / active EE | $1,460 | $3,094-52.8% | $3,883-62.4% | $4,296-66.0% |
| Admin fee / account holder | $1,764 | $5,671-68.9% | $5,768-69.4% | $6,918-74.5% |