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 | $33,148 | $179,726-81.6% | $156,263-78.8% | $142,382-76.7% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.9%-36.1pp | 80.1%-37.3pp |
| Annual return | 21.00% | 77.86%-56.9pp | 59.47%-38.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,477 | $5,069-70.9% | $4,333-65.9% | $4,299-65.6% |
| Participant deferral / active EE | $2,459 | $6,956-64.7% | $6,158-60.1% | $6,507-62.2% |
| Admin fee / account holder | $3,825 | $17,272-77.9% | $14,255-73.2% | $12,624-69.7% |