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 | $11,417 | $77,899-85.3% | $149,673-92.4% | $75,163-84.8% |
| Participation rate | 30.2% | 65.6%-35.4pp | 78.8%-48.6pp | 67.2%-37.0pp |
| Annual return | 25.42% | 31.72%-6.3pp | 134.42%-109.0pp | 160.62%-135.2pp |
| Employer contribution / active EE | $855 | $3,137-72.7% | $4,818-82.2% | $2,670-68.0% |
| Participant deferral / active EE | $2,051 | $3,411-39.9% | $5,680-63.9% | $4,125-50.3% |
| Admin fee / account holder | $2,172 | $5,956-63.5% | $13,210-83.6% | $5,651-61.6% |