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 | $31,346 | $70,606-55.6% | $53,898-41.8% | $142,382-78.0% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 25.79% | 619.81%-594.0pp | 528.60%-502.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $713 | $1,202-40.7% | $932-23.5% | $4,299-83.4% |
| Participant deferral / active EE | $2,061 | $2,364-12.8% | $1,826+12.9% | $6,507-68.3% |
| Admin fee / account holder | $4,393 | $2,852+54.0% | $2,491+76.4% | $12,624-65.2% |