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 | $27,495 | $74,927-63.3% | $101,794-73.0% | $84,808-67.6% |
| Participation rate | 62.9% | 61.4%+1.5pp | 69.2%-6.3pp | 68.3%-5.5pp |
| Annual return | 16.51% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $973 | $1,522-36.1% | $2,289-57.5% | $2,631-63.0% |
| Participant deferral / active EE | $2,396 | $3,099-22.7% | $4,084-41.3% | $4,212-43.1% |
| Admin fee / account holder | $428 | $6,514-93.4% | $8,777-95.1% | $7,344-94.2% |