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 | $28,827 | $81,248-64.5% | $155,509-81.5% | $80,856-64.3% |
| Participation rate | 27.4% | 66.2%-38.9pp | 78.2%-50.8pp | 67.6%-40.3pp |
| Annual return | 16.28% | 33.31%-17.0pp | 64.67%-48.4pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,903 | $3,100-38.6% | $4,672-59.3% | $2,755-30.9% |
| Participant deferral / active EE | $3,831 | $3,452+11.0% | $5,626-31.9% | $4,296-10.8% |
| Admin fee / account holder | $3,178 | $7,997-60.3% | $15,912-80.0% | $6,918-54.1% |