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 | $33,594 | $179,726-81.3% | $156,263-78.5% | $142,382-76.4% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.9%-23.4pp | 80.1%-24.6pp |
| Annual return | 19.31% | 77.86%-58.5pp | 59.47%-40.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,565 | $5,069-49.4% | $4,333-40.8% | $4,299-40.3% |
| Participant deferral / active EE | $4,232 | $6,956-39.2% | $6,158-31.3% | $6,507-35.0% |
| Admin fee / account holder | $634 | $17,272-96.3% | $14,255-95.6% | $12,624-95.0% |