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 | $21,027 | $74,888-71.9% | $71,209-70.5% | $142,382-85.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 18.17% | 345.14%-327.0pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $899 | $2,854-68.5% | $2,721-67.0% | $4,299-79.1% |
| Participant deferral / active EE | $2,131 | $4,454-52.2% | $4,175-49.0% | $6,507-67.3% |
| Admin fee / account holder | $317 | $5,568-94.3% | $5,349-94.1% | $12,624-97.5% |