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 | $19,252 | $61,272-68.6% | $149,673-87.1% | $71,457-73.1% |
| Participation rate | 63.4% | 62.5%+0.9pp | 78.8%-15.4pp | 67.9%-4.5pp |
| Annual return | 42.83% | 35.85%+7.0pp | 134.42%-91.6pp | 28.85%+14.0pp |
| Employer contribution / active EE | $1,846 | $2,378-22.4% | $4,818-61.7% | $2,588-28.6% |
| Participant deferral / active EE | $3,801 | $2,917+30.3% | $5,680-33.1% | $4,289-11.4% |
| Admin fee / account holder | $943 | $1,261-25.3% | $13,210-92.9% | $1,587-40.6% |