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 | $45,171 | $86,929-48.0% | $102,423-55.9% | $80,856-44.1% |
| Participation rate | 14.7% | 72.4%-57.7pp | 76.5%-61.8pp | 67.6%-52.9pp |
| Annual return | 23.32% | 18.88%+4.4pp | 29.32%-6.0pp | 35.59%-12.3pp |
| Employer contribution / active EE | $853 | $2,369-64.0% | $3,023-71.8% | $2,755-69.0% |
| Participant deferral / active EE | $2,022 | $4,118-50.9% | $5,053-60.0% | $4,296-52.9% |
| Admin fee / account holder | $53,474 | $8,049+564.4% | $9,451+465.8% | $6,918+673.0% |