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 | $31,406 | $81,248-61.3% | $155,509-79.8% | $80,856-61.2% |
| Participation rate | 58.7% | 66.2%-7.6pp | 78.2%-19.5pp | 67.6%-9.0pp |
| Annual return | 24.00% | 33.31%-9.3pp | 64.67%-40.7pp | 35.59%-11.6pp |
| Employer contribution / active EE | $1,078 | $3,100-65.2% | $4,672-76.9% | $2,755-60.9% |
| Participant deferral / active EE | $2,380 | $3,452-31.1% | $5,626-57.7% | $4,296-44.6% |
| Admin fee / account holder | $2,439 | $7,997-69.5% | $15,912-84.7% | $6,918-64.7% |