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 | $39,183 | $118,427-66.9% | $66,042-40.7% | $142,382-72.5% |
| Participation rate | 30.0% | 68.1%-38.1pp | 67.5%-37.5pp | 80.1%-50.1pp |
| Annual return | 17.93% | 35.57%-17.6pp | 52.11%-34.2pp | 217.08%-199.1pp |
| Employer contribution / active EE | $720 | $2,570-72.0% | $1,579-54.4% | $4,299-83.2% |
| Participant deferral / active EE | $2,201 | $4,311-49.0% | $2,835-22.4% | $6,507-66.2% |
| Admin fee / account holder | $687 | $9,593-92.8% | $5,747-88.0% | $12,624-94.6% |