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 | $53,554 | $86,929-38.4% | $102,423-47.7% | $80,856-33.8% |
| Participation rate | 28.3% | 72.4%-44.0pp | 76.5%-48.2pp | 67.6%-39.3pp |
| Annual return | 12.75% | 18.88%-6.1pp | 29.32%-16.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $925 | $2,369-61.0% | $3,023-69.4% | $2,755-66.4% |
| Participant deferral / active EE | $2,718 | $4,118-34.0% | $5,053-46.2% | $4,296-36.7% |
| Admin fee / account holder | $4,285 | $8,049-46.8% | $9,451-54.7% | $6,918-38.1% |