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 | $26,205 | $80,717-67.5% | $154,803-83.1% | $84,808-69.1% |
| Participation rate | 40.0% | 66.8%-26.8pp | 78.1%-38.1pp | 68.3%-28.3pp |
| Annual return | 22.89% | 37.96%-15.1pp | 58.88%-36.0pp | 40.90%-18.0pp |
| Employer contribution / active EE | $627 | $2,761-77.3% | $4,305-85.4% | $2,631-76.2% |
| Participant deferral / active EE | $2,923 | $3,303-11.5% | $5,540-47.2% | $4,212-30.6% |
| Admin fee / account holder | $1,481 | $6,746-78.1% | $14,329-89.7% | $7,344-79.8% |