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 | $42,438 | $95,266-55.5% | $82,389-48.5% | $142,382-70.2% |
| Participation rate | 30.4% | 74.5%-44.0pp | 69.5%-39.1pp | 80.1%-49.7pp |
| Annual return | 16.33% | 25.74%-9.4pp | 28.67%-12.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $764 | $2,991-74.5% | $2,517-69.6% | $4,299-82.2% |
| Participant deferral / active EE | $1,396 | $4,809-71.0% | $4,155-66.4% | $6,507-78.6% |
| Admin fee / account holder | $5,992 | $8,563-30.0% | $7,231-17.1% | $12,624-52.5% |