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 | $30,613 | $73,933-58.6% | $96,683-68.3% | $75,163-59.3% |
| Participation rate | 40.4% | 66.4%-26.0pp | 74.3%-34.0pp | 67.2%-26.8pp |
| Annual return | 17.91% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $803 | $2,928-72.6% | $3,737-78.5% | $2,670-69.9% |
| Participant deferral / active EE | $2,009 | $3,659-45.1% | $4,878-58.8% | $4,125-51.3% |
| Admin fee / account holder | $2,041 | $5,216-60.9% | $6,730-69.7% | $5,651-63.9% |