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 | $33,128 | $80,717-59.0% | $154,803-78.6% | $84,808-60.9% |
| Participation rate | 16.0% | 66.8%-50.8pp | 78.1%-62.1pp | 68.3%-52.3pp |
| Annual return | 38.97% | 37.96%+1.0pp | 58.88%-19.9pp | 40.90%-1.9pp |
| Employer contribution / active EE | $738 | $2,761-73.3% | $4,305-82.9% | $2,631-71.9% |
| Participant deferral / active EE | $1,406 | $3,303-57.4% | $5,540-74.6% | $4,212-66.6% |
| Admin fee / account holder | $761 | $6,746-88.7% | $14,329-94.7% | $7,344-89.6% |