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 | $20,788 | $30,400-31.6% | $53,898-61.4% | $84,808-75.5% |
| Participation rate | 33.3% | 46.4%-13.1pp | 55.0%-21.6pp | 68.3%-35.0pp |
| Annual return | 17.69% | 500.19%-482.5pp | 528.60%-510.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,109 | $1,199-7.5% | $1,826-39.3% | $4,212-73.7% |
| Admin fee / account holder | $380 | $1,993-80.9% | $2,491-84.7% | $7,344-94.8% |