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 | $31,045 | $158,398-80.4% | $126,539-75.5% | $142,382-78.2% |
| Participation rate | 22.2% | 75.8%-53.6pp | 69.8%-47.6pp | 80.1%-57.9pp |
| Annual return | 15.87% | 593.76%-577.9pp | 425.95%-410.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,996 | $4,650-57.1% | $3,674-45.7% | $4,299-53.6% |
| Participant deferral / active EE | $1,180 | $4,767-75.2% | $4,083-71.1% | $6,507-81.9% |
| Admin fee / account holder | $2,333 | $6,918-66.3% | $6,065-61.5% | $12,624-81.5% |