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 | $32,391 | $20,316+59.4% | $66,042-51.0% | $74,304-56.4% |
| Participation rate | 28.1% | 62.8%-34.7pp | 67.5%-39.4pp | 60.3%-32.3pp |
| Annual return | 25.82% | 28.10%-2.3pp | 52.11%-26.3pp | 29.43%-3.6pp |
| Employer contribution / active EE | $945 | $745+26.9% | $1,579-40.2% | $2,241-57.8% |
| Participant deferral / active EE | $1,754 | $1,615+8.6% | $2,835-38.1% | $3,767-53.4% |
| Admin fee / account holder | $5,197 | $1,668+211.5% | $5,747-9.6% | $2,969+75.1% |