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 | $23,631 | $94,752-75.1% | $112,887-79.1% | $139,434-83.1% |
| Participation rate | 55.6% | 81.3%-25.7pp | 80.5%-25.0pp | 80.3%-24.8pp |
| Annual return | 17.96% | 40.88%-22.9pp | 34.10%-16.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,446 | $4,625-68.7% | $4,563-68.3% | $4,751-69.6% |
| Participant deferral / active EE | $3,177 | $6,512-51.2% | $6,513-51.2% | $6,710-52.7% |
| Admin fee / account holder | $2,781 | $8,527-67.4% | $7,047-60.5% | $11,403-75.6% |