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 | $39,832 | $87,870-54.7% | $113,168-64.8% | $74,304-46.4% |
| Participation rate | 25.2% | 70.7%-45.5pp | 76.6%-51.3pp | 60.3%-35.1pp |
| Annual return | 16.55% | 26.44%-9.9pp | 24.27%-7.7pp | 29.43%-12.9pp |
| Employer contribution / active EE | $976 | $2,277-57.1% | $2,975-67.2% | $2,241-56.5% |
| Participant deferral / active EE | $2,123 | $4,241-49.9% | $5,107-58.4% | $3,767-43.7% |
| Admin fee / account holder | $10,958 | $3,368+225.3% | $12,068-9.2% | $2,969+269.1% |