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 | $37,371 | $74,927-50.1% | $101,794-63.3% | $84,808-55.9% |
| Participation rate | 37.0% | 61.4%-24.4pp | 69.2%-32.1pp | 68.3%-31.3pp |
| Annual return | 13.55% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,600 | $3,099-16.1% | $4,084-36.3% | $4,212-38.3% |
| Admin fee / account holder | $439 | $6,514-93.3% | $8,777-95.0% | $7,344-94.0% |