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 3-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 | $30,798 | $30,400+1.3% | $53,898-42.9% | $84,808-63.7% |
| Participation rate | 39.2% | 46.4%-7.2pp | 55.0%-15.7pp | 68.3%-29.1pp |
| Annual return | 15.94% | 500.19%-484.2pp | 528.60%-512.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $574 | $603-4.8% | $932-38.5% | $2,631-78.2% |
| Participant deferral / active EE | $1,144 | $1,199-4.6% | $1,826-37.4% | $4,212-72.8% |
| Admin fee / account holder | $1,709 | $1,993-14.3% | $2,491-31.4% | $7,344-76.7% |