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 4-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 | $25,365 | $59,097-57.1% | $82,389-69.2% | $74,304-65.9% |
| Participation rate | 28.9% | 52.8%-23.8pp | 69.5%-40.6pp | 60.3%-31.4pp |
| Annual return | 26.98% | 22.85%+4.1pp | 28.67%-1.7pp | 29.43%-2.5pp |
| Employer contribution / active EE | $699 | $1,601-56.3% | $2,517-72.2% | $2,241-68.8% |
| Participant deferral / active EE | $1,111 | $2,775-60.0% | $4,155-73.3% | $3,767-70.5% |
| Admin fee / account holder | $2,673 | $4,489-40.5% | $7,231-63.0% | $2,969-10.0% |