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 3-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 | $35,021 | $49,915-29.8% | $154,803-77.4% | $74,304-52.9% |
| Participation rate | 45.2% | 54.0%-8.7pp | 78.1%-32.8pp | 60.3%-15.1pp |
| Annual return | 13.96% | 34.06%-20.1pp | 58.88%-44.9pp | 29.43%-15.5pp |
| Employer contribution / active EE | $451 | $1,611-72.0% | $4,305-89.5% | $2,241-79.9% |
| Participant deferral / active EE | $2,093 | $2,255-7.2% | $5,540-62.2% | $3,767-44.4% |
| Admin fee / account holder | $3,848 | $2,189+75.8% | $14,329-73.1% | $2,969+29.6% |