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 4-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 | $33,252 | $48,750-31.8% | $88,946-62.6% | $74,304-55.2% |
| Participation rate | 35.0% | 44.5%-9.4pp | 68.8%-33.8pp | 60.3%-25.3pp |
| Annual return | 16.11% | 25.91%-9.8pp | 57.82%-41.7pp | 29.43%-13.3pp |
| Employer contribution / active EE | $837 | $1,255-33.3% | $2,555-67.2% | $2,241-62.7% |
| Participant deferral / active EE | $3,085 | $2,423+27.3% | $4,581-32.7% | $3,767-18.1% |
| Admin fee / account holder | $1,097 | $3,756-70.8% | $8,261-86.7% | $2,969-63.1% |