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 | $60,126 | $201,272-70.1% | $184,203-67.4% | $145,922-58.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.90% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,621 | $7,022-62.7% | $6,427-59.2% | $4,660-43.7% |
| Participant deferral / active EE | $6,504 | $9,806-33.7% | $9,131-28.8% | $6,688-2.7% |
| Admin fee / account holder | $2,790 | $16,364-83.0% | $13,901-79.9% | $13,397-79.2% |