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 | $63,618 | $127,065-49.9% | $113,168-43.8% | $142,382-55.3% |
| Participation rate | 42.9% | 79.2%-36.3pp | 76.6%-33.7pp | 80.1%-37.3pp |
| Annual return | 17.04% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,690 | $3,442-50.9% | $2,975-43.2% | $4,299-60.7% |
| Participant deferral / active EE | $9,976 | $5,716+74.5% | $5,107+95.4% | $6,507+53.3% |
| Admin fee / account holder | $4,192 | $15,736-73.4% | $12,068-65.3% | $12,624-66.8% |