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 | $18,844 | $59,097-68.1% | $82,389-77.1% | $74,304-74.6% |
| Participation rate | 38.0% | 52.8%-14.8pp | 69.5%-31.6pp | 60.3%-22.4pp |
| Annual return | 20.41% | 22.85%-2.4pp | 28.67%-8.3pp | 29.43%-9.0pp |
| Employer contribution / active EE | $1,233 | $1,601-23.0% | $2,517-51.0% | $2,241-45.0% |
| Participant deferral / active EE | $2,093 | $2,775-24.6% | $4,155-49.6% | $3,767-44.5% |
| Admin fee / account holder | $1,144 | $4,489-74.5% | $7,231-84.2% | $2,969-61.5% |