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 | $37,493 | $85,022-55.9% | $70,515-46.8% | $139,434-73.1% |
| Participation rate | 61.1% | 73.9%-12.8pp | 68.3%-7.2pp | 80.3%-19.2pp |
| Annual return | 16.01% | 30.38%-14.4pp | 32.77%-16.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,633 | $5,890-72.3% | $4,567-64.2% | $6,710-75.7% |
| Admin fee / account holder | $5,455 | $8,906-38.8% | $6,412-14.9% | $11,403-52.2% |