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 | $53,675 | $89,753-40.2% | $107,525-50.1% | $84,808-36.7% |
| Participation rate | 67.5% | 68.1%-0.5pp | 75.1%-7.5pp | 68.3%-0.8pp |
| Annual return | 21.72% | 29.48%-7.8pp | 181.32%-159.6pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,056 | $3,113-34.0% | $3,754-45.2% | $2,631-21.9% |
| Participant deferral / active EE | $5,817 | $4,056+43.4% | $5,116+13.7% | $4,212+38.1% |
| Admin fee / account holder | $4,335 | $7,222-40.0% | $8,919-51.4% | $7,344-41.0% |