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 | $55,556 | $76,670-27.5% | $96,683-42.5% | $71,457-22.3% |
| Participation rate | 28.7% | 66.6%-37.8pp | 74.3%-45.6pp | 67.9%-39.2pp |
| Annual return | 15.53% | 48.29%-32.8pp | 35.69%-20.2pp | 28.85%-13.3pp |
| Employer contribution / active EE | $990 | $3,031-67.4% | $3,737-73.5% | $2,588-61.7% |
| Participant deferral / active EE | $1,769 | $3,771-53.1% | $4,878-63.7% | $4,289-58.7% |
| Admin fee / account holder | $2,157 | $2,028+6.4% | $6,730-67.9% | $1,587+35.9% |