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 | $13,362 | $60,022-77.7% | $88,946-85.0% | $84,808-84.2% |
| Participation rate | 66.7% | 57.8%+8.8pp | 68.8%-2.2pp | 68.3%-1.6pp |
| Annual return | 38.15% | 22.43%+15.7pp | 57.82%-19.7pp | 40.90%-2.7pp |
| Employer contribution / active EE | $2,298 | $1,703+34.9% | $2,555-10.1% | $2,631-12.7% |
| Participant deferral / active EE | $5,674 | $3,114+82.2% | $4,581+23.9% | $4,212+34.7% |
| Admin fee / account holder | $1,940 | $4,811-59.7% | $8,261-76.5% | $7,344-73.6% |