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 | $26,930 | $77,899-65.4% | $149,673-82.0% | $75,163-64.2% |
| Participation rate | 25.9% | 65.6%-39.7pp | 78.8%-52.8pp | 67.2%-41.3pp |
| Annual return | 21.94% | 31.72%-9.8pp | 134.42%-112.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $888 | $3,137-71.7% | $4,818-81.6% | $2,670-66.7% |
| Participant deferral / active EE | $1,632 | $3,411-52.2% | $5,680-71.3% | $4,125-60.4% |
| Admin fee / account holder | $494 | $5,956-91.7% | $13,210-96.3% | $5,651-91.3% |