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 | $31,590 | $81,248-61.1% | $155,509-79.7% | $80,856-60.9% |
| Participation rate | 28.9% | 66.2%-37.3pp | 78.2%-49.2pp | 67.6%-38.7pp |
| Annual return | 19.25% | 33.31%-14.1pp | 64.67%-45.4pp | 35.59%-16.3pp |
| Employer contribution / active EE | $490 | $3,100-84.2% | $4,672-89.5% | $2,755-82.2% |
| Participant deferral / active EE | $2,301 | $3,452-33.3% | $5,626-59.1% | $4,296-46.4% |
| Admin fee / account holder | $375 | $7,997-95.3% | $15,912-97.6% | $6,918-94.6% |