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 | $57,371 | $177,572-67.7% | $154,803-62.9% | $142,382-59.7% |
| Participation rate | 31.8% | 82.1%-50.2pp | 78.1%-46.3pp | 80.1%-48.3pp |
| Annual return | 32.12% | 65.07%-33.0pp | 58.88%-26.8pp | 217.08%-185.0pp |
| Employer contribution / active EE | $1,477 | $4,810-69.3% | $4,305-65.7% | $4,299-65.6% |
| Participant deferral / active EE | $2,668 | $6,272-57.5% | $5,540-51.9% | $6,507-59.0% |
| Admin fee / account holder | $424 | $16,786-97.5% | $14,329-97.0% | $12,624-96.6% |