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 | $37,425 | $49,915-25.0% | $154,803-75.8% | $74,304-49.6% |
| Participation rate | 11.1% | 54.0%-42.8pp | 78.1%-67.0pp | 60.3%-49.2pp |
| Annual return | 18.31% | 34.06%-15.7pp | 58.88%-40.6pp | 29.43%-11.1pp |
| Employer contribution / active EE | $300 | $1,611-81.4% | $4,305-93.0% | $2,241-86.6% |
| Participant deferral / active EE | $1,088 | $2,255-51.7% | $5,540-80.4% | $3,767-71.1% |
| Admin fee / account holder | $532 | $2,189-75.7% | $14,329-96.3% | $2,969-82.1% |