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 | $40,621 | $81,460-50.1% | $103,333-60.7% | $80,856-49.8% |
| Participation rate | 37.3% | 66.8%-29.6pp | 74.5%-37.3pp | 67.6%-30.4pp |
| Annual return | 11.86% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $912 | $3,105-70.6% | $3,868-76.4% | $2,755-66.9% |
| Participant deferral / active EE | $2,288 | $3,869-40.9% | $5,057-54.8% | $4,296-46.7% |
| Admin fee / account holder | $1,279 | $6,566-80.5% | $8,355-84.7% | $6,918-81.5% |