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 | $38,815 | $127,065-69.5% | $113,168-65.7% | $142,382-72.7% |
| Participation rate | 42.1% | 79.2%-37.1pp | 76.6%-34.5pp | 80.1%-38.0pp |
| Annual return | 16.00% | 24.03%-8.0pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,547 | $3,442-55.1% | $2,975-48.0% | $4,299-64.0% |
| Participant deferral / active EE | $2,064 | $5,716-63.9% | $5,107-59.6% | $6,507-68.3% |
| Admin fee / account holder | $2,087 | $15,736-86.7% | $12,068-82.7% | $12,624-83.5% |