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 | $45,321 | $60,022-24.5% | $88,946-49.0% | $84,808-46.6% |
| Participation rate | 18.5% | 57.8%-39.4pp | 68.8%-50.4pp | 68.3%-49.8pp |
| Annual return | 20.39% | 22.43%-2.0pp | 57.82%-37.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $618 | $1,703-63.7% | $2,555-75.8% | $2,631-76.5% |
| Participant deferral / active EE | $1,375 | $3,114-55.9% | $4,581-70.0% | $4,212-67.4% |
| Admin fee / account holder | $1,427 | $4,811-70.3% | $8,261-82.7% | $7,344-80.6% |