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 | $59,997 | $106,515-43.7% | $96,683-37.9% | $139,434-57.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 18.76% | 38.43%-19.7pp | 35.69%-16.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,490 | $4,103-63.7% | $3,737-60.1% | $4,751-68.6% |
| Participant deferral / active EE | $5,683 | $5,454+4.2% | $4,878+16.5% | $6,710-15.3% |
| Admin fee / account holder | $1,244 | $7,877-84.2% | $6,730-81.5% | $11,403-89.1% |