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 6-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 | $40,612 | $80,717-49.7% | $154,803-73.8% | $84,808-52.1% |
| Participation rate | 38.0% | 66.8%-28.8pp | 78.1%-40.1pp | 68.3%-30.3pp |
| Annual return | 16.39% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $469 | $2,761-83.0% | $4,305-89.1% | $2,631-82.2% |
| Participant deferral / active EE | $1,685 | $3,303-49.0% | $5,540-69.6% | $4,212-60.0% |
| Admin fee / account holder | $803 | $6,746-88.1% | $14,329-94.4% | $7,344-89.1% |