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 3-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 | $23,169 | $81,460-71.6% | $103,333-77.6% | $80,856-71.3% |
| Participation rate | 48.1% | 66.8%-18.7pp | 74.5%-26.4pp | 67.6%-19.5pp |
| Annual return | 17.60% | 25.55%-7.9pp | 24.88%-7.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,396 | $3,105-22.9% | $3,868-38.1% | $2,755-13.0% |
| Participant deferral / active EE | $3,024 | $3,869-21.8% | $5,057-40.2% | $4,296-29.6% |
| Admin fee / account holder | $2,698 | $6,566-58.9% | $8,355-67.7% | $6,918-61.0% |