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 | $18,508 | $81,248-77.2% | $155,509-88.1% | $80,856-77.1% |
| Participation rate | 53.6% | 66.2%-12.7pp | 78.2%-24.6pp | 67.6%-14.1pp |
| Annual return | 22.53% | 33.31%-10.8pp | 64.67%-42.1pp | 35.59%-13.1pp |
| Employer contribution / active EE | $881 | $3,100-71.6% | $4,672-81.1% | $2,755-68.0% |
| Participant deferral / active EE | $2,464 | $3,452-28.6% | $5,626-56.2% | $4,296-42.6% |
| Admin fee / account holder | $1,230 | $7,997-84.6% | $15,912-92.3% | $6,918-82.2% |