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 | $43,794 | $70,606-38.0% | $53,898-18.7% | $142,382-69.2% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 23.86% | 619.81%-596.0pp | 528.60%-504.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $785 | $1,202-34.7% | $932-15.8% | $4,299-81.7% |
| Participant deferral / active EE | $3,131 | $2,364+32.4% | $1,826+71.4% | $6,507-51.9% |
| Admin fee / account holder | $5,392 | $2,852+89.1% | $2,491+116.5% | $12,624-57.3% |