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 | $29,734 | $74,927-60.3% | $101,794-70.8% | $84,808-64.9% |
| Participation rate | 25.5% | 61.4%-35.9pp | 69.2%-43.7pp | 68.3%-42.8pp |
| Annual return | 20.79% | 18.70%+2.1pp | 30.53%-9.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $462 | $1,522-69.6% | $2,289-79.8% | $2,631-82.4% |
| Participant deferral / active EE | $1,414 | $3,099-54.4% | $4,084-65.4% | $4,212-66.4% |
| Admin fee / account holder | $2,160 | $6,514-66.8% | $8,777-75.4% | $7,344-70.6% |