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 | $27,757 | $80,717-65.6% | $154,803-82.1% | $84,808-67.3% |
| Participation rate | 56.3% | 66.8%-10.6pp | 78.1%-21.8pp | 68.3%-12.1pp |
| Annual return | 51.95% | 37.96%+14.0pp | 58.88%-6.9pp | 40.90%+11.1pp |
| Employer contribution / active EE | $2,028 | $2,761-26.5% | $4,305-52.9% | $2,631-22.9% |
| Participant deferral / active EE | $3,273 | $3,303-0.9% | $5,540-40.9% | $4,212-22.3% |
| Admin fee / account holder | $1,284 | $6,746-81.0% | $14,329-91.0% | $7,344-82.5% |