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 | $28,075 | $30,400-7.6% | $53,898-47.9% | $84,808-66.9% |
| Participation rate | 16.4% | 46.4%-30.1pp | 55.0%-38.6pp | 68.3%-51.9pp |
| Annual return | 18.27% | 500.19%-481.9pp | 528.60%-510.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $320 | $603-47.0% | $932-65.7% | $2,631-87.9% |
| Participant deferral / active EE | $1,049 | $1,199-12.5% | $1,826-42.6% | $4,212-75.1% |
| Admin fee / account holder | $1,298 | $1,993-34.9% | $2,491-47.9% | $7,344-82.3% |