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 | $57,258 | $74,927-23.6% | $101,794-43.8% | $84,808-32.5% |
| Participation rate | 56.4% | 61.4%-5.0pp | 69.2%-12.8pp | 68.3%-11.9pp |
| Annual return | 21.88% | 18.70%+3.2pp | 30.53%-8.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $985 | $1,522-35.3% | $2,289-57.0% | $2,631-62.6% |
| Participant deferral / active EE | $3,586 | $3,099+15.7% | $4,084-12.2% | $4,212-14.9% |
| Admin fee / account holder | $484 | $6,514-92.6% | $8,777-94.5% | $7,344-93.4% |