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 | $24,244 | $118,427-79.5% | $66,042-63.3% | $142,382-83.0% |
| Participation rate | 63.6% | 68.1%-4.5pp | 67.5%-3.9pp | 80.1%-16.5pp |
| Annual return | 19.69% | 35.57%-15.9pp | 52.11%-32.4pp | 217.08%-197.4pp |
| Employer contribution / active EE | $964 | $2,570-62.5% | $1,579-38.9% | $4,299-77.6% |
| Participant deferral / active EE | $3,393 | $4,311-21.3% | $2,835+19.7% | $6,507-47.9% |
| Admin fee / account holder | $1,056 | $9,593-89.0% | $5,747-81.6% | $12,624-91.6% |