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 | $29,416 | $81,248-63.8% | $155,509-81.1% | $80,856-63.6% |
| Participation rate | 35.0% | 66.2%-31.2pp | 78.2%-43.2pp | 67.6%-32.6pp |
| Annual return | 12.89% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $542 | $3,100-82.5% | $4,672-88.4% | $2,755-80.3% |
| Participant deferral / active EE | $1,266 | $3,452-63.3% | $5,626-77.5% | $4,296-70.5% |
| Admin fee / account holder | $1,884 | $7,997-76.4% | $15,912-88.2% | $6,918-72.8% |