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 | $29,434 | $74,927-60.7% | $101,794-71.1% | $84,808-65.3% |
| Participation rate | 45.3% | 61.4%-16.1pp | 69.2%-23.9pp | 68.3%-23.0pp |
| Annual return | 19.59% | 18.70%+0.9pp | 30.53%-10.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $607 | $1,522-60.1% | $2,289-73.5% | $2,631-76.9% |
| Participant deferral / active EE | $2,994 | $3,099-3.4% | $4,084-26.7% | $4,212-28.9% |
| Admin fee / account holder | $776 | $6,514-88.1% | $8,777-91.2% | $7,344-89.4% |