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 | $28,475 | $93,571-69.6% | $135,903-79.0% | $75,163-62.1% |
| Participation rate | 25.0% | 75.2%-50.2pp | 81.9%-56.9pp | 67.2%-42.2pp |
| Annual return | 29.87% | 30.90%-1.0pp | 68.23%-38.4pp | 160.62%-130.7pp |
| Employer contribution / active EE | $1,175 | $3,537-66.8% | $4,856-75.8% | $2,670-56.0% |
| Participant deferral / active EE | $3,749 | $6,404-41.5% | $7,758-51.7% | $4,125-9.1% |
| Admin fee / account holder | $4,785 | $6,975-31.4% | $10,762-55.5% | $5,651-15.3% |