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 | $12,425 | $70,606-82.4% | $53,898-76.9% | $142,382-91.3% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 14.55% | 619.81%-605.3pp | 528.60%-514.1pp | 217.08%-202.5pp |
| Employer contribution / active EE | $853 | $1,202-29.0% | $932-8.5% | $4,299-80.2% |
| Participant deferral / active EE | $2,530 | $2,364+7.0% | $1,826+38.5% | $6,507-61.1% |
| Admin fee / account holder | $4,412 | $2,852+54.7% | $2,491+77.1% | $12,624-65.0% |