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 | $31,741 | $60,022-47.1% | $88,946-64.3% | $84,808-62.6% |
| Participation rate | 33.3% | 57.8%-24.5pp | 68.8%-35.5pp | 68.3%-35.0pp |
| Annual return | 17.45% | 22.43%-5.0pp | 57.82%-40.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $429 | $1,703-74.8% | $2,555-83.2% | $2,631-83.7% |
| Participant deferral / active EE | $4,676 | $3,114+50.2% | $4,581+2.1% | $4,212+11.0% |
| Admin fee / account holder | $1,278 | $4,811-73.4% | $8,261-84.5% | $7,344-82.6% |