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 | $49,295 | $59,097-16.6% | $82,389-40.2% | $74,304-33.7% |
| Participation rate | 37.1% | 52.8%-15.7pp | 69.5%-32.5pp | 60.3%-23.3pp |
| Annual return | 14.26% | 22.85%-8.6pp | 28.67%-14.4pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,131 | $1,601-29.4% | $2,517-55.1% | $2,241-49.6% |
| Participant deferral / active EE | $2,399 | $2,775-13.5% | $4,155-42.2% | $3,767-36.3% |
| Admin fee / account holder | $2,045 | $4,489-54.5% | $7,231-71.7% | $2,969-31.1% |