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 | $42,829 | $177,572-75.9% | $154,803-72.3% | $142,382-69.9% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.1%-40.6pp | 80.1%-42.6pp |
| Annual return | 15.96% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,053 | $4,810-78.1% | $4,305-75.5% | $4,299-75.5% |
| Participant deferral / active EE | $4,063 | $6,272-35.2% | $5,540-26.7% | $6,507-37.6% |
| Admin fee / account holder | $910 | $16,786-94.6% | $14,329-93.6% | $12,624-92.8% |