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 | $125,212 | $179,726-30.3% | $156,263-19.9% | $142,382-12.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 22.67% | 77.86%-55.2pp | 59.47%-36.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,969 | $5,069-21.7% | $4,333-8.4% | $4,299-7.7% |
| Participant deferral / active EE | $13,000 | $6,956+86.9% | $6,158+111.1% | $6,507+99.8% |
| Admin fee / account holder | $2,074 | $17,272-88.0% | $14,255-85.4% | $12,624-83.6% |