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 | $21,476 | $61,774-65.2% | $97,226-77.9% | $80,856-73.4% |
| Participation rate | 50.8% | 63.5%-12.7pp | 72.7%-21.9pp | 67.6%-16.8pp |
| Annual return | 14.75% | -557.90%+572.7pp | 75.13%-60.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,143 | $1,837-37.8% | $2,729-58.1% | $2,755-58.5% |
| Participant deferral / active EE | $2,006 | $3,029-33.8% | $4,264-53.0% | $4,296-53.3% |
| Admin fee / account holder | $1,438 | $5,166-72.2% | $5,654-74.6% | $6,918-79.2% |