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 | $31,825 | $95,266-66.6% | $82,389-61.4% | $142,382-77.6% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.5%-24.1pp | 80.1%-34.7pp |
| Annual return | 19.92% | 25.74%-5.8pp | 28.67%-8.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $855 | $2,991-71.4% | $2,517-66.0% | $4,299-80.1% |
| Participant deferral / active EE | $4,092 | $4,809-14.9% | $4,155-1.5% | $6,507-37.1% |
| Admin fee / account holder | $559 | $8,563-93.5% | $7,231-92.3% | $12,624-95.6% |