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 | $8,144 | $96,635-91.6% | $86,612-90.6% | $139,434-94.2% |
| Participation rate | 46.7% | 74.4%-27.7pp | 71.7%-25.0pp | 80.3%-33.7pp |
| Annual return | 18.26% | 106.41%-88.2pp | 591.07%-572.8pp | 372.94%-354.7pp |
| Employer contribution / active EE | $760 | $3,263-76.7% | $3,022-74.9% | $4,751-84.0% |
| Participant deferral / active EE | $1,181 | $4,836-75.6% | $4,438-73.4% | $6,710-82.4% |
| Admin fee / account holder | $2,093 | $6,408-67.3% | $5,614-62.7% | $11,403-81.6% |