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 | $24,714 | $74,888-67.0% | $71,209-65.3% | $142,382-82.6% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 14.35% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,065 | $2,854-62.7% | $2,721-60.9% | $4,299-75.2% |
| Participant deferral / active EE | $1,758 | $4,454-60.5% | $4,175-57.9% | $6,507-73.0% |
| Admin fee / account holder | $2,193 | $5,568-60.6% | $5,349-59.0% | $12,624-82.6% |