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 3-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 | $16,294 | $74,888-78.2% | $71,209-77.1% | $142,382-88.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 24.55% | 345.14%-320.6pp | 282.51%-258.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $674 | $2,854-76.4% | $2,721-75.2% | $4,299-84.3% |
| Participant deferral / active EE | $5,152 | $4,454+15.7% | $4,175+23.4% | $6,507-20.8% |
| Admin fee / account holder | $3,355 | $5,568-39.7% | $5,349-37.3% | $12,624-73.4% |