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 | $54,839 | $175,202-68.7% | $149,673-63.4% | $139,434-60.7% |
| Participation rate | 42.1% | 83.4%-41.3pp | 78.8%-36.7pp | 80.3%-38.2pp |
| Annual return | 21.84% | 166.71%-144.9pp | 134.42%-112.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $5,527 | $5,474+1.0% | $4,818+14.7% | $4,751+16.3% |
| Participant deferral / active EE | $5,527 | $6,519-15.2% | $5,680-2.7% | $6,710-17.6% |
| Admin fee / account holder | $703 | $16,150-95.6% | $13,210-94.7% | $11,403-93.8% |