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 | $53,769 | $114,381-53.0% | $107,525-50.0% | $142,382-62.2% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 15.95% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,374 | $4,015-65.8% | $3,754-63.4% | $4,299-68.0% |
| Participant deferral / active EE | $3,569 | $5,564-35.9% | $5,116-30.2% | $6,507-45.2% |
| Admin fee / account holder | $5,635 | $9,860-42.8% | $8,919-36.8% | $12,624-55.4% |