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 | $46,153 | $60,022-23.1% | $88,946-48.1% | $84,808-45.6% |
| Participation rate | 40.9% | 57.8%-16.9pp | 68.8%-27.9pp | 68.3%-27.4pp |
| Annual return | 19.78% | 22.43%-2.7pp | 57.82%-38.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $936 | $1,703-45.0% | $2,555-63.4% | $2,631-64.4% |
| Participant deferral / active EE | $2,981 | $3,114-4.3% | $4,581-34.9% | $4,212-29.2% |
| Admin fee / account holder | $1,801 | $4,811-62.6% | $8,261-78.2% | $7,344-75.5% |