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 | $51,609 | $177,572-70.9% | $154,803-66.7% | $142,382-63.8% |
| Participation rate | 68.2% | 82.1%-13.9pp | 78.1%-9.9pp | 80.1%-11.9pp |
| Annual return | 20.03% | 65.07%-45.0pp | 58.88%-38.9pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,820 | $4,810-41.4% | $4,305-34.5% | $4,299-34.4% |
| Participant deferral / active EE | $4,750 | $6,272-24.3% | $5,540-14.3% | $6,507-27.0% |
| Admin fee / account holder | $923 | $16,786-94.5% | $14,329-93.6% | $12,624-92.7% |