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 | $31,799 | $177,572-82.1% | $154,803-79.5% | $142,382-77.7% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.1%-16.5pp | 80.1%-18.6pp |
| Annual return | 17.49% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,839 | $4,810-41.0% | $4,305-34.1% | $4,299-34.0% |
| Participant deferral / active EE | $3,174 | $6,272-49.4% | $5,540-42.7% | $6,507-51.2% |
| Admin fee / account holder | $17,186 | $16,786+2.4% | $14,329+19.9% | $12,624+36.1% |