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 | $16,750 | $202,432-91.7% | $169,368-90.1% | $139,434-88.0% |
| Participation rate | 54.5% | 81.1%-26.5pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 21.90% | 531.74%-509.8pp | 405.60%-383.7pp | 372.94%-351.0pp |
| Employer contribution / active EE | $879 | $4,692-81.3% | $4,013-78.1% | $4,751-81.5% |
| Participant deferral / active EE | $2,703 | $6,938-61.0% | $6,221-56.6% | $6,710-59.7% |
| Admin fee / account holder | $7,911 | $10,708-26.1% | $9,003-12.1% | $11,403-30.6% |