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 | $25,508 | $30,400-16.1% | $53,898-52.7% | $84,808-69.9% |
| Participation rate | 8.2% | 46.4%-38.3pp | 55.0%-46.8pp | 68.3%-60.1pp |
| Annual return | 17.17% | 500.19%-483.0pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $149 | $603-75.3% | $932-84.0% | $2,631-94.3% |
| Participant deferral / active EE | $406 | $1,199-66.1% | $1,826-77.8% | $4,212-90.4% |
| Admin fee / account holder | $1,506 | $1,993-24.4% | $2,491-39.5% | $7,344-79.5% |