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 | $30,836 | $53,053-41.9% | $126,539-75.6% | $74,304-58.5% |
| Participation rate | 21.8% | 48.0%-26.3pp | 69.8%-48.0pp | 60.3%-38.6pp |
| Annual return | 14.97% | 29.46%-14.5pp | 425.95%-411.0pp | 29.43%-14.5pp |
| Employer contribution / active EE | $382 | $1,168-67.3% | $3,674-89.6% | $2,241-82.9% |
| Participant deferral / active EE | $1,040 | $2,303-54.8% | $4,083-74.5% | $3,767-72.4% |
| Admin fee / account holder | $7,328 | $3,698+98.1% | $6,065+20.8% | $2,969+146.8% |