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 | $22,269 | $117,983-81.1% | $101,794-78.1% | $142,382-84.4% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.2%-23.7pp | 80.1%-34.7pp |
| Annual return | 18.26% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $862 | $2,773-68.9% | $2,289-62.3% | $4,299-79.9% |
| Participant deferral / active EE | $2,400 | $4,714-49.1% | $4,084-41.2% | $6,507-63.1% |
| Admin fee / account holder | $889 | $10,433-91.5% | $8,777-89.9% | $12,624-93.0% |