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 | $20,339 | $57,016-64.3% | $84,966-76.1% | $80,856-74.8% |
| Participation rate | 23.1% | 56.3%-33.3pp | 67.5%-44.4pp | 67.6%-44.6pp |
| Annual return | 16.92% | 21.66%-4.7pp | 66.38%-49.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $334 | $1,798-81.4% | $2,727-87.7% | $2,755-87.9% |
| Participant deferral / active EE | $1,395 | $3,110-55.1% | $4,519-69.1% | $4,296-67.5% |
| Admin fee / account holder | $8,294 | $4,980+66.5% | $6,149+34.9% | $6,918+19.9% |