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 | $50,689 | $159,602-68.2% | $150,045-66.2% | $142,382-64.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 12.71% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,161 | $4,961-36.3% | $4,693-32.6% | $4,299-26.5% |
| Participant deferral / active EE | $5,040 | $8,310-39.4% | $7,997-37.0% | $6,507-22.6% |
| Admin fee / account holder | $5,327 | $14,846-64.1% | $13,435-60.3% | $12,624-57.8% |