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 | $30,206 | $118,427-74.5% | $66,042-54.3% | $142,382-78.8% |
| Participation rate | 40.0% | 68.1%-28.1pp | 67.5%-27.5pp | 80.1%-40.1pp |
| Annual return | 27.32% | 35.57%-8.2pp | 52.11%-24.8pp | 217.08%-189.8pp |
| Employer contribution / active EE | $446 | $2,570-82.6% | $1,579-71.8% | $4,299-89.6% |
| Participant deferral / active EE | $950 | $4,311-78.0% | $2,835-66.5% | $6,507-85.4% |
| Admin fee / account holder | $5,273 | $9,593-45.0% | $5,747-8.2% | $12,624-58.2% |