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 8-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 | $57,367 | $228,332-74.9% | $185,823-69.1% | $158,922-63.9% |
| Participation rate | 55.6% | 82.3%-26.7pp | 78.0%-22.5pp | 82.0%-26.4pp |
| Annual return | 27.36% | 40.80%-13.4pp | 35.95%-8.6pp | 302.83%-275.5pp |
| Employer contribution / active EE | $2,894 | $4,967-41.7% | $4,087-29.2% | $4,761-39.2% |
| Participant deferral / active EE | $5,785 | $6,415-9.8% | $5,632+2.7% | $5,982-3.3% |
| Admin fee / account holder | $6,678 | $11,864-43.7% | $9,500-29.7% | $11,246-40.6% |