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 | $32,088 | $74,927-57.2% | $101,794-68.5% | $84,808-62.2% |
| Participation rate | 35.0% | 61.4%-26.4pp | 69.2%-34.2pp | 68.3%-33.3pp |
| Annual return | 16.16% | 18.70%-2.5pp | 30.53%-14.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $348 | $1,522-77.1% | $2,289-84.8% | $2,631-86.8% |
| Participant deferral / active EE | $2,053 | $3,099-33.8% | $4,084-49.7% | $4,212-51.3% |
| Admin fee / account holder | $3,920 | $6,514-39.8% | $8,777-55.3% | $7,344-46.6% |