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 | $33,604 | $100,923-66.7% | $150,045-77.6% | $74,304-54.8% |
| Participation rate | 66.0% | 70.1%-4.1pp | 82.3%-16.3pp | 60.3%+5.7pp |
| Annual return | 14.76% | 51.77%-37.0pp | 62.55%-47.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,496 | $3,463-56.8% | $4,693-68.1% | $2,241-33.3% |
| Participant deferral / active EE | $5,251 | $6,709-21.7% | $7,997-34.3% | $3,767+39.4% |
| Admin fee / account holder | $8,306 | $2,767+200.2% | $13,435-38.2% | $2,969+179.8% |