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 | $18,991 | $48,795-61.1% | $65,493-71.0% | $84,808-77.6% |
| Participation rate | 29.4% | 67.0%-37.6pp | 73.1%-43.7pp | 68.3%-38.9pp |
| Annual return | 18.25% | 20.20%-2.0pp | 982.45%-964.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $410 | $1,930-78.8% | $2,574-84.1% | $2,631-84.4% |
| Participant deferral / active EE | $1,082 | $2,928-63.1% | $3,961-72.7% | $4,212-74.3% |
| Admin fee / account holder | $4,281 | $3,877+10.4% | $5,028-14.9% | $7,344-41.7% |