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 | $64,157 | $60,022+6.9% | $88,946-27.9% | $84,808-24.4% |
| Participation rate | 17.0% | 57.8%-40.8pp | 68.8%-51.8pp | 68.3%-51.3pp |
| Annual return | 68.83% | 22.43%+46.4pp | 57.82%+11.0pp | 40.90%+27.9pp |
| Employer contribution / active EE | $5,657 | $1,703+232.3% | $2,555+121.4% | $2,631+115.0% |
| Participant deferral / active EE | $1,319 | $3,114-57.6% | $4,581-71.2% | $4,212-68.7% |
| Admin fee / account holder | $6,417 | $4,811+33.4% | $8,261-22.3% | $7,344-12.6% |