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 | $29,979 | $109,881-72.7% | $150,045-80.0% | $84,808-64.7% |
| Participation rate | 51.4% | 76.1%-24.7pp | 82.3%-30.9pp | 68.3%-16.9pp |
| Annual return | 21.39% | 28.25%-6.9pp | 62.55%-41.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,408 | $3,561-60.5% | $4,693-70.0% | $2,631-46.5% |
| Participant deferral / active EE | $2,880 | $6,636-56.6% | $7,997-64.0% | $4,212-31.6% |
| Admin fee / account holder | $580 | $8,568-93.2% | $13,435-95.7% | $7,344-92.1% |