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 6-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 | $54,094 | $100,923-46.4% | $150,045-63.9% | $74,304-27.2% |
| Participation rate | 69.7% | 70.1%-0.4pp | 82.3%-12.6pp | 60.3%+9.4pp |
| Annual return | 15.18% | 51.77%-36.6pp | 62.55%-47.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,972 | $3,463-43.1% | $4,693-58.0% | $2,241-12.0% |
| Participant deferral / active EE | $3,506 | $6,709-47.7% | $7,997-56.2% | $3,767-6.9% |
| Admin fee / account holder | $1,894 | $2,767-31.5% | $13,435-85.9% | $2,969-36.2% |