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 | $26,316 | $74,927-64.9% | $101,794-74.1% | $84,808-69.0% |
| Participation rate | 45.7% | 61.4%-15.7pp | 69.2%-23.5pp | 68.3%-22.6pp |
| Annual return | 21.18% | 18.70%+2.5pp | 30.53%-9.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $966 | $1,522-36.5% | $2,289-57.8% | $2,631-63.3% |
| Participant deferral / active EE | $1,401 | $3,099-54.8% | $4,084-65.7% | $4,212-66.7% |
| Admin fee / account holder | $1,580 | $6,514-75.8% | $8,777-82.0% | $7,344-78.5% |