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 | $30,990 | $31,310-1.0% | $53,898-42.5% | $74,304-58.3% |
| Participation rate | 29.4% | 30.7%-1.3pp | 55.0%-25.5pp | 60.3%-30.9pp |
| Annual return | 16.06% | 23.16%-7.1pp | 528.60%-512.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $550 | $450+22.3% | $932-41.0% | $2,241-75.5% |
| Participant deferral / active EE | $1,334 | $934+42.8% | $1,826-26.9% | $3,767-64.6% |
| Admin fee / account holder | $3,786 | $2,175+74.0% | $2,491+52.0% | $2,969+27.5% |