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 | $42,096 | $52,224-19.4% | $88,946-52.7% | $102,872-59.1% |
| Participation rate | 7.4% | 40.8%-33.3pp | 68.8%-61.4pp | 73.0%-65.6pp |
| Annual return | 20.29% | 16.96%+3.3pp | 57.82%-37.5pp | 19.06%+1.2pp |
| Employer contribution / active EE | $202 | $1,241-83.7% | $2,555-92.1% | $3,526-94.3% |
| Participant deferral / active EE | $501 | $2,611-80.8% | $4,581-89.1% | $5,535-90.9% |
| Admin fee / account holder | $5,141 | $1,723+198.4% | $8,261-37.8% | $292+1659.2% |