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 | $72,327 | $80,717-10.4% | $154,803-53.3% | $84,808-14.7% |
| Participation rate | 41.8% | 66.8%-25.0pp | 78.1%-36.3pp | 68.3%-26.5pp |
| Annual return | 14.75% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $976 | $2,761-64.7% | $4,305-77.3% | $2,631-62.9% |
| Participant deferral / active EE | $2,869 | $3,303-13.2% | $5,540-48.2% | $4,212-31.9% |
| Admin fee / account holder | $3,359 | $6,746-50.2% | $14,329-76.6% | $7,344-54.3% |