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 | $18,714 | $54,705-65.8% | $71,209-73.7% | $84,808-77.9% |
| Participation rate | 57.1% | 64.1%-6.9pp | 73.8%-16.6pp | 68.3%-11.2pp |
| Annual return | 25.29% | 35.90%-10.6pp | 282.51%-257.2pp | 40.90%-15.6pp |
| Employer contribution / active EE | $1,975 | $2,158-8.5% | $2,721-27.4% | $2,631-24.9% |
| Participant deferral / active EE | $3,080 | $3,030+1.7% | $4,175-26.2% | $4,212-26.9% |
| Admin fee / account holder | $520 | $4,863-89.3% | $5,349-90.3% | $7,344-92.9% |