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 | $47,427 | $127,065-62.7% | $113,168-58.1% | $142,382-66.7% |
| Participation rate | 30.0% | 79.2%-49.2pp | 76.6%-46.6pp | 80.1%-50.1pp |
| Annual return | 18.53% | 24.03%-5.5pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $845 | $3,442-75.5% | $2,975-71.6% | $4,299-80.3% |
| Participant deferral / active EE | $3,893 | $5,716-31.9% | $5,107-23.8% | $6,507-40.2% |
| Admin fee / account holder | $386 | $15,736-97.5% | $12,068-96.8% | $12,624-96.9% |