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 | $61,947 | $117,983-47.5% | $101,794-39.1% | $142,382-56.5% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.2%-10.9pp | 80.1%-21.8pp |
| Annual return | 15.87% | 36.92%-21.0pp | 30.53%-14.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,329 | $2,773-16.0% | $2,289+1.8% | $4,299-45.8% |
| Participant deferral / active EE | $2,802 | $4,714-40.5% | $4,084-31.4% | $6,507-56.9% |
| Admin fee / account holder | $9,273 | $10,433-11.1% | $8,777+5.7% | $12,624-26.5% |