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 | $33,798 | $86,929-61.1% | $102,423-67.0% | $80,856-58.2% |
| Participation rate | 59.1% | 72.4%-13.3pp | 76.5%-17.4pp | 67.6%-8.5pp |
| Annual return | 18.42% | 18.88%-0.5pp | 29.32%-10.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,635 | $2,369-31.0% | $3,023-45.9% | $2,755-40.7% |
| Participant deferral / active EE | $2,978 | $4,118-27.7% | $5,053-41.1% | $4,296-30.7% |
| Admin fee / account holder | $3,975 | $8,049-50.6% | $9,451-57.9% | $6,918-42.5% |