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 | $32,772 | $111,754-70.7% | $103,333-68.3% | $145,922-77.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 12.24% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,637 | $4,212-61.1% | $3,868-57.7% | $4,660-64.9% |
| Participant deferral / active EE | $3,299 | $5,619-41.3% | $5,057-34.8% | $6,688-50.7% |
| Admin fee / account holder | $4,604 | $9,750-52.8% | $8,355-44.9% | $13,397-65.6% |