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 | $68,264 | $158,398-56.9% | $126,539-46.1% | $142,382-52.1% |
| Participation rate | 20.0% | 75.8%-55.8pp | 69.8%-49.8pp | 80.1%-60.1pp |
| Annual return | 16.18% | 593.76%-577.6pp | 425.95%-409.8pp | 217.08%-200.9pp |
| Employer contribution / active EE | $294 | $4,650-93.7% | $3,674-92.0% | $4,299-93.2% |
| Participant deferral / active EE | $1,198 | $4,767-74.9% | $4,083-70.7% | $6,507-81.6% |
| Admin fee / account holder | $867 | $6,918-87.5% | $6,065-85.7% | $12,624-93.1% |