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 | $15,979 | $81,248-80.3% | $155,509-89.7% | $80,856-80.2% |
| Participation rate | 43.9% | 66.2%-22.4pp | 78.2%-34.3pp | 67.6%-23.8pp |
| Annual return | 12.52% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,151 | $3,100-62.9% | $4,672-75.4% | $2,755-58.2% |
| Participant deferral / active EE | $1,510 | $3,452-56.2% | $5,626-73.2% | $4,296-64.8% |
| Admin fee / account holder | $3,701 | $7,997-53.7% | $15,912-76.7% | $6,918-46.5% |