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 | $56,210 | $148,534-62.2% | $135,903-58.6% | $139,434-59.7% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 21.12% | 79.19%-58.1pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,585 | $5,243-50.7% | $4,856-46.8% | $4,751-45.6% |
| Participant deferral / active EE | $12,857 | $8,100+58.7% | $7,758+65.7% | $6,710+91.6% |
| Admin fee / account holder | $307 | $12,400-97.5% | $10,762-97.1% | $11,403-97.3% |