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 4-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 | $84,565 | $89,753-5.8% | $107,525-21.4% | $84,808-0.3% |
| Participation rate | 67.4% | 68.1%-0.7pp | 75.1%-7.7pp | 68.3%-0.9pp |
| Annual return | 18.80% | 29.48%-10.7pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,491 | $3,113-52.1% | $3,754-60.3% | $2,631-43.3% |
| Participant deferral / active EE | $2,192 | $4,056-46.0% | $5,116-57.2% | $4,212-48.0% |
| Admin fee / account holder | $965 | $7,222-86.6% | $8,919-89.2% | $7,344-86.9% |