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 | $21,496 | $81,248-73.5% | $155,509-86.2% | $80,856-73.4% |
| Participation rate | 34.8% | 66.2%-31.4pp | 78.2%-43.4pp | 67.6%-32.9pp |
| Annual return | 10.79% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $779 | $3,100-74.9% | $4,672-83.3% | $2,755-71.7% |
| Participant deferral / active EE | $2,590 | $3,452-25.0% | $5,626-54.0% | $4,296-39.7% |
| Admin fee / account holder | $1,196 | $7,997-85.0% | $15,912-92.5% | $6,918-82.7% |