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 | $10,406 | $94,338-89.0% | $100,534-89.6% | $142,382-92.7% |
| Participation rate | 35.0% | 81.7%-46.7pp | 80.6%-45.6pp | 80.1%-45.1pp |
| Annual return | 14.72% | 29.20%-14.5pp | 32.66%-17.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,594 | $4,237-62.4% | $4,346-63.3% | $4,299-62.9% |
| Participant deferral / active EE | $3,065 | $5,934-48.4% | $6,144-50.1% | $6,507-52.9% |
| Admin fee / account holder | $3,609 | $8,421-57.1% | $7,654-52.9% | $12,624-71.4% |