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 | $28,672 | $80,968-64.6% | $96,544-70.3% | $75,163-61.9% |
| Participation rate | 56.6% | 71.8%-15.2pp | 76.0%-19.4pp | 67.2%-10.6pp |
| Annual return | 40.65% | 27.06%+13.6pp | 25.84%+14.8pp | 160.62%-120.0pp |
| Employer contribution / active EE | $2,381 | $2,282+4.3% | $2,965-19.7% | $2,670-10.8% |
| Participant deferral / active EE | $6,213 | $3,928+58.2% | $4,851+28.1% | $4,125+50.6% |
| Admin fee / account holder | $1,550 | $6,724-77.0% | $8,252-81.2% | $5,651-72.6% |