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 | $52,585 | $133,040-60.5% | $119,258-55.9% | $79,386-33.8% |
| Participation rate | 57.8% | 80.9%-23.1pp | 82.7%-25.0pp | 70.7%-12.9pp |
| Annual return | 31.61% | 20.05%+11.6pp | 30.69%+0.9pp | 116.85%-85.2pp |
| Employer contribution / active EE | $1,654 | $4,390-62.3% | $4,384-62.3% | $2,427-31.9% |
| Participant deferral / active EE | $3,207 | $6,448-50.3% | $6,111-47.5% | $4,046-20.7% |
| Admin fee / account holder | $11,620 | $686+1592.8% | $7,226+60.8% | $626+1754.9% |