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 | $39,225 | $179,726-78.2% | $156,263-74.9% | $142,382-72.5% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.9%-15.3pp | 80.1%-16.5pp |
| Annual return | 18.52% | 77.86%-59.3pp | 59.47%-40.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,862 | $5,069-43.5% | $4,333-34.0% | $4,299-33.4% |
| Participant deferral / active EE | $3,903 | $6,956-43.9% | $6,158-36.6% | $6,507-40.0% |
| Admin fee / account holder | $342 | $17,272-98.0% | $14,255-97.6% | $12,624-97.3% |