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 5-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 | $25,596 | $68,719-62.8% | $91,541-72.0% | $84,808-69.8% |
| Participation rate | 54.5% | 64.5%-10.0pp | 69.8%-15.2pp | 68.3%-13.8pp |
| Annual return | 17.51% | 19.12%-1.6pp | 20.50%-3.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,447 | $1,920-24.6% | $2,505-42.2% | $2,631-45.0% |
| Participant deferral / active EE | $2,053 | $3,136-34.5% | $4,008-48.8% | $4,212-51.3% |
| Admin fee / account holder | $8,180 | $5,786+41.4% | $6,956+17.6% | $7,344+11.4% |