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 | $18,548 | $30,400-39.0% | $53,898-65.6% | $84,808-78.1% |
| Participation rate | 26.6% | 46.4%-19.9pp | 55.0%-28.4pp | 68.3%-41.7pp |
| Annual return | 19.39% | 500.19%-480.8pp | 528.60%-509.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $621 | $603+3.1% | $932-33.3% | $2,631-76.4% |
| Participant deferral / active EE | $982 | $1,199-18.0% | $1,826-46.2% | $4,212-76.7% |
| Admin fee / account holder | $923 | $1,993-53.7% | $2,491-62.9% | $7,344-87.4% |