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 3-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 | $20,183 | $80,717-75.0% | $154,803-87.0% | $84,808-76.2% |
| Participation rate | 47.6% | 66.8%-19.2pp | 78.1%-30.5pp | 68.3%-20.7pp |
| Annual return | 16.02% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,449 | $2,761-47.5% | $4,305-66.3% | $2,631-44.9% |
| Participant deferral / active EE | $2,133 | $3,303-35.4% | $5,540-61.5% | $4,212-49.4% |
| Admin fee / account holder | $690 | $6,746-89.8% | $14,329-95.2% | $7,344-90.6% |