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 | $53,015 | $127,065-58.3% | $113,168-53.2% | $142,382-62.8% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 17.31% | 24.03%-6.7pp | 24.27%-7.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,960 | $3,442+15.0% | $2,975+33.1% | $4,299-7.9% |
| Participant deferral / active EE | $6,180 | $5,716+8.1% | $5,107+21.0% | $6,507-5.0% |
| Admin fee / account holder | $1,678 | $15,736-89.3% | $12,068-86.1% | $12,624-86.7% |