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 | $41,195 | $61,774-33.3% | $97,226-57.6% | $80,856-49.1% |
| Participation rate | 31.0% | 63.5%-32.5pp | 72.7%-41.7pp | 67.6%-36.6pp |
| Annual return | 18.35% | -557.90%+576.3pp | 75.13%-56.8pp | 35.59%-17.2pp |
| Employer contribution / active EE | $998 | $1,837-45.7% | $2,729-63.4% | $2,755-63.8% |
| Participant deferral / active EE | $1,682 | $3,029-44.5% | $4,264-60.6% | $4,296-60.9% |
| Admin fee / account holder | $2,319 | $5,166-55.1% | $5,654-59.0% | $6,918-66.5% |