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 | $24,733 | $30,400-18.6% | $53,898-54.1% | $84,808-70.8% |
| Participation rate | 46.3% | 46.4%-0.1pp | 55.0%-8.6pp | 68.3%-22.0pp |
| Annual return | 16.55% | 500.19%-483.6pp | 528.60%-512.1pp | 40.90%-24.3pp |
| Employer contribution / active EE | $885 | $603+46.9% | $932-5.0% | $2,631-66.3% |
| Participant deferral / active EE | $1,931 | $1,199+61.1% | $1,826+5.7% | $4,212-54.1% |
| Admin fee / account holder | $5,243 | $1,993+163.0% | $2,491+110.5% | $7,344-28.6% |