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 3-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 | $52,208 | $117,025-55.4% | $91,541-43.0% | $85,563-39.0% |
| Participation rate | 20.9% | 64.2%-43.4pp | 69.8%-48.9pp | 66.0%-45.1pp |
| Annual return | 16.53% | 18.02%-1.5pp | 20.50%-4.0pp | 31.51%-15.0pp |
| Employer contribution / active EE | $855 | $2,120-59.7% | $2,505-65.9% | $2,654-67.8% |
| Participant deferral / active EE | $1,844 | $3,446-46.5% | $4,008-54.0% | $4,375-57.9% |
| Admin fee / account holder | $8,314 | $1,242+569.5% | $6,956+19.5% | $834+896.6% |