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 6-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 | $60,334 | $89,753-32.8% | $107,525-43.9% | $84,808-28.9% |
| Participation rate | 56.4% | 68.1%-11.7pp | 75.1%-18.7pp | 68.3%-11.9pp |
| Annual return | 15.17% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,663 | $3,113-46.6% | $3,754-55.7% | $2,631-36.8% |
| Participant deferral / active EE | $3,128 | $4,056-22.9% | $5,116-38.9% | $4,212-25.7% |
| Admin fee / account holder | $9,074 | $7,222+25.6% | $8,919+1.7% | $7,344+23.6% |