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 | $46,470 | $104,974-55.7% | $95,585-51.4% | $142,382-67.4% |
| Participation rate | 56.3% | 75.0%-18.7pp | 72.1%-15.8pp | 80.1%-23.9pp |
| Annual return | 16.18% | 210.33%-194.1pp | 38.56%-22.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,873 | $2,779-32.6% | $2,527-25.9% | $4,299-56.4% |
| Participant deferral / active EE | $3,925 | $4,352-9.8% | $4,023-2.4% | $6,507-39.7% |
| Admin fee / account holder | $503 | $6,386-92.1% | $6,127-91.8% | $12,624-96.0% |