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 | $57,912 | $74,927-22.7% | $101,794-43.1% | $84,808-31.7% |
| Participation rate | 18.8% | 61.4%-42.7pp | 69.2%-50.4pp | 68.3%-49.6pp |
| Annual return | 18.86% | 18.70%+0.2pp | 30.53%-11.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $629 | $1,522-58.6% | $2,289-72.5% | $2,631-76.1% |
| Participant deferral / active EE | $2,376 | $3,099-23.3% | $4,084-41.8% | $4,212-43.6% |
| Admin fee / account holder | $2,417 | $6,514-62.9% | $8,777-72.5% | $7,344-67.1% |