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 | $56,307 | $117,983-52.3% | $101,794-44.7% | $142,382-60.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 16.85% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $998 | $2,773-64.0% | $2,289-56.4% | $4,299-76.8% |
| Participant deferral / active EE | $2,649 | $4,714-43.8% | $4,084-35.1% | $6,507-59.3% |
| Admin fee / account holder | $2,528 | $10,433-75.8% | $8,777-71.2% | $12,624-80.0% |