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 3-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 | $95,027 | $177,572-46.5% | $154,803-38.6% | $142,382-33.3% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.1%-49.5pp | 80.1%-51.5pp |
| Annual return | 21.11% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,208 | $4,810-74.9% | $4,305-71.9% | $4,299-71.9% |
| Participant deferral / active EE | $6,066 | $6,272-3.3% | $5,540+9.5% | $6,507-6.8% |
| Admin fee / account holder | $1,285 | $16,786-92.3% | $14,329-91.0% | $12,624-89.8% |