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 | $28,236 | $163,101-82.7% | $136,749-79.4% | $142,382-80.2% |
| Participation rate | 41.2% | 78.2%-37.0pp | 72.1%-31.0pp | 80.1%-38.9pp |
| Annual return | 24.61% | 27.54%-2.9pp | 24.33%+0.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,454 | $4,117-64.7% | $3,400-57.2% | $4,299-66.2% |
| Participant deferral / active EE | $3,055 | $5,585-45.3% | $4,692-34.9% | $6,507-53.0% |
| Admin fee / account holder | $978 | $14,318-93.2% | $11,386-91.4% | $12,624-92.3% |