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 | $35,997 | $81,248-55.7% | $155,509-76.9% | $80,856-55.5% |
| Participation rate | 30.0% | 66.2%-36.2pp | 78.2%-48.2pp | 67.6%-37.6pp |
| Annual return | 26.96% | 33.31%-6.4pp | 64.67%-37.7pp | 35.59%-8.6pp |
| Employer contribution / active EE | $1,056 | $3,100-65.9% | $4,672-77.4% | $2,755-61.7% |
| Participant deferral / active EE | $1,498 | $3,452-56.6% | $5,626-73.4% | $4,296-65.1% |
| Admin fee / account holder | $303 | $7,997-96.2% | $15,912-98.1% | $6,918-95.6% |