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 | $36,129 | $78,926-54.2% | $136,749-73.6% | $84,808-57.4% |
| Participation rate | 46.2% | 62.2%-16.0pp | 72.1%-26.0pp | 68.3%-22.2pp |
| Annual return | 19.01% | 18.17%+0.8pp | 24.33%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,140 | $2,134+0.3% | $3,400-37.0% | $2,631-18.7% |
| Participant deferral / active EE | $2,744 | $3,168-13.4% | $4,692-41.5% | $4,212-34.8% |
| Admin fee / account holder | $4,468 | $6,369-29.8% | $11,386-60.8% | $7,344-39.2% |