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 | $60,106 | $89,753-33.0% | $107,525-44.1% | $84,808-29.1% |
| Participation rate | 61.3% | 68.1%-6.8pp | 75.1%-13.8pp | 68.3%-7.0pp |
| Annual return | 18.67% | 29.48%-10.8pp | 181.32%-162.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,263 | $3,113-27.3% | $3,754-39.7% | $2,631-14.0% |
| Participant deferral / active EE | $6,016 | $4,056+48.3% | $5,116+17.6% | $4,212+42.8% |
| Admin fee / account holder | $454 | $7,222-93.7% | $8,919-94.9% | $7,344-93.8% |