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 | $30,500 | $74,927-59.3% | $101,794-70.0% | $84,808-64.0% |
| Participation rate | 41.5% | 61.4%-19.9pp | 69.2%-27.7pp | 68.3%-26.8pp |
| Annual return | 14.73% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,108 | $1,522-27.2% | $2,289-51.6% | $2,631-57.9% |
| Participant deferral / active EE | $2,392 | $3,099-22.8% | $4,084-41.4% | $4,212-43.2% |
| Admin fee / account holder | $2,013 | $6,514-69.1% | $8,777-77.1% | $7,344-72.6% |