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 | $29,011 | $80,717-64.1% | $154,803-81.3% | $84,808-65.8% |
| Participation rate | 61.5% | 66.8%-5.3pp | 78.1%-16.5pp | 68.3%-6.8pp |
| Annual return | 17.09% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,363 | $2,761-50.6% | $4,305-68.3% | $2,631-48.2% |
| Participant deferral / active EE | $3,433 | $3,303+3.9% | $5,540-38.0% | $4,212-18.5% |
| Admin fee / account holder | $4,463 | $6,746-33.8% | $14,329-68.9% | $7,344-39.2% |