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 | $5,558 | $54,705-89.8% | $71,209-92.2% | $84,808-93.4% |
| Participation rate | 53.8% | 64.1%-10.2pp | 73.8%-19.9pp | 68.3%-14.5pp |
| Annual return | 18.56% | 35.90%-17.3pp | 282.51%-264.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $474 | $2,158-78.0% | $2,721-82.6% | $2,631-82.0% |
| Participant deferral / active EE | $1,075 | $3,030-64.5% | $4,175-74.3% | $4,212-74.5% |
| Admin fee / account holder | $363 | $4,863-92.5% | $5,349-93.2% | $7,344-95.1% |