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 | $109,103 | $183,519-40.5% | $155,509-29.8% | $145,922-25.2% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.0pp | 80.3%-34.1pp |
| Annual return | 16.03% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,451 | $5,313-35.0% | $4,672-26.1% | $4,660-25.9% |
| Participant deferral / active EE | $8,802 | $6,462+36.2% | $5,626+56.4% | $6,688+31.6% |
| Admin fee / account holder | $1,137 | $19,313-94.1% | $15,912-92.9% | $13,397-91.5% |