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 | $30,043 | $60,022-49.9% | $88,946-66.2% | $84,808-64.6% |
| Participation rate | 48.1% | 57.8%-9.7pp | 68.8%-20.7pp | 68.3%-20.2pp |
| Annual return | 16.18% | 22.43%-6.2pp | 57.82%-41.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $686 | $1,703-59.7% | $2,555-73.2% | $2,631-73.9% |
| Participant deferral / active EE | $1,641 | $3,114-47.3% | $4,581-64.2% | $4,212-61.0% |
| Admin fee / account holder | $470 | $4,811-90.2% | $8,261-94.3% | $7,344-93.6% |