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 | $21,628 | $59,097-63.4% | $82,389-73.7% | $74,304-70.9% |
| Participation rate | 38.5% | 52.8%-14.3pp | 69.5%-31.1pp | 60.3%-21.9pp |
| Annual return | 16.24% | 22.85%-6.6pp | 28.67%-12.4pp | 29.43%-13.2pp |
| Employer contribution / active EE | $422 | $1,601-73.6% | $2,517-83.2% | $2,241-81.2% |
| Participant deferral / active EE | $1,518 | $2,775-45.3% | $4,155-63.5% | $3,767-59.7% |
| Admin fee / account holder | $3,873 | $4,489-13.7% | $7,231-46.4% | $2,969+30.4% |