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 | $40,492 | $68,719-41.1% | $91,541-55.8% | $84,808-52.3% |
| Participation rate | 28.3% | 64.5%-36.2pp | 69.8%-41.5pp | 68.3%-40.1pp |
| Annual return | 20.10% | 19.12%+1.0pp | 20.50%-0.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $502 | $1,920-73.8% | $2,505-79.9% | $2,631-80.9% |
| Participant deferral / active EE | $2,196 | $3,136-30.0% | $4,008-45.2% | $4,212-47.9% |
| Admin fee / account holder | $796 | $5,786-86.3% | $6,956-88.6% | $7,344-89.2% |