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 | $34,689 | $57,016-39.2% | $84,966-59.2% | $80,856-57.1% |
| Participation rate | 42.3% | 56.3%-14.0pp | 67.5%-25.2pp | 67.6%-25.3pp |
| Annual return | 14.50% | 21.66%-7.2pp | 66.38%-51.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,268 | $1,798-29.5% | $2,727-53.5% | $2,755-54.0% |
| Participant deferral / active EE | $2,288 | $3,110-26.4% | $4,519-49.4% | $4,296-46.7% |
| Admin fee / account holder | $2,586 | $4,980-48.1% | $6,149-57.9% | $6,918-62.6% |