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 | $48,301 | $80,717-40.2% | $154,803-68.8% | $84,808-43.0% |
| Participation rate | 29.6% | 66.8%-37.2pp | 78.1%-48.4pp | 68.3%-38.7pp |
| Annual return | 20.98% | 37.96%-17.0pp | 58.88%-37.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $506 | $2,761-81.7% | $4,305-88.3% | $2,631-80.8% |
| Participant deferral / active EE | $2,414 | $3,303-26.9% | $5,540-56.4% | $4,212-42.7% |
| Admin fee / account holder | $1,584 | $6,746-76.5% | $14,329-88.9% | $7,344-78.4% |