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 | $39,480 | $48,750-19.0% | $88,946-55.6% | $74,304-46.9% |
| Participation rate | 20.0% | 44.5%-24.5pp | 68.8%-48.8pp | 60.3%-40.3pp |
| Annual return | 14.19% | 25.91%-11.7pp | 57.82%-43.6pp | 29.43%-15.2pp |
| Employer contribution / active EE | $498 | $1,255-60.3% | $2,555-80.5% | $2,241-77.8% |
| Participant deferral / active EE | $708 | $2,423-70.8% | $4,581-84.6% | $3,767-81.2% |
| Admin fee / account holder | $3,918 | $3,756+4.3% | $8,261-52.6% | $2,969+32.0% |