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 | $25,457 | $30,400-16.3% | $53,898-52.8% | $84,808-70.0% |
| Participation rate | 46.0% | 46.4%-0.4pp | 55.0%-9.0pp | 68.3%-22.3pp |
| Annual return | 15.86% | 500.19%-484.3pp | 528.60%-512.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $911 | $603+51.1% | $932-2.3% | $2,631-65.4% |
| Participant deferral / active EE | $1,575 | $1,199+31.4% | $1,826-13.8% | $4,212-62.6% |
| Admin fee / account holder | $6,348 | $1,993+218.5% | $2,491+154.9% | $7,344-13.6% |