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 8-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 | $26,697 | $72,277-63.1% | $101,248-73.6% | $79,858-66.6% |
| Participation rate | 32.1% | 68.5%-36.3pp | 75.8%-43.7pp | 69.6%-37.5pp |
| Annual return | 12.18% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,350 | $2,692-49.8% | $3,660-63.1% | $2,471-45.3% |
| Participant deferral / active EE | $2,769 | $3,282-15.6% | $4,370-36.6% | $3,740-26.0% |
| Admin fee / account holder | $2,281 | $4,400-48.2% | $5,945-61.6% | $5,306-57.0% |