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 | $23,952 | $80,717-70.3% | $154,803-84.5% | $84,808-71.8% |
| Participation rate | 31.1% | 66.8%-35.7pp | 78.1%-46.9pp | 68.3%-37.2pp |
| Annual return | 47.03% | 37.96%+9.1pp | 58.88%-11.9pp | 40.90%+6.1pp |
| Employer contribution / active EE | $1,135 | $2,761-58.9% | $4,305-73.6% | $2,631-56.9% |
| Participant deferral / active EE | $1,943 | $3,303-41.2% | $5,540-64.9% | $4,212-53.9% |
| Admin fee / account holder | $1,216 | $6,746-82.0% | $14,329-91.5% | $7,344-83.4% |