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 | $34,562 | $95,803-63.9% | $113,168-69.5% | $84,808-59.2% |
| Participation rate | 62.0% | 72.9%-10.9pp | 76.6%-14.6pp | 68.3%-6.3pp |
| Annual return | 16.49% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,641 | $2,360-30.5% | $2,975-44.9% | $2,631-37.6% |
| Participant deferral / active EE | $1,992 | $4,242-53.0% | $5,107-61.0% | $4,212-52.7% |
| Admin fee / account holder | $2,772 | $8,989-69.2% | $12,068-77.0% | $7,344-62.3% |