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 | $32,156 | $81,248-60.4% | $155,509-79.3% | $80,856-60.2% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 17.35% | 33.31%-16.0pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $518 | $3,100-83.3% | $4,672-88.9% | $2,755-81.2% |
| Participant deferral / active EE | $2,966 | $3,452-14.1% | $5,626-47.3% | $4,296-31.0% |
| Admin fee / account holder | $670 | $7,997-91.6% | $15,912-95.8% | $6,918-90.3% |