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 | $71,684 | $159,602-55.1% | $150,045-52.2% | $142,382-49.7% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 24.49% | 70.24%-45.7pp | 62.55%-38.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,443 | $4,961-50.8% | $4,693-48.0% | $4,299-43.2% |
| Participant deferral / active EE | $5,840 | $8,310-29.7% | $7,997-27.0% | $6,507-10.2% |
| Admin fee / account holder | $4,220 | $14,846-71.6% | $13,435-68.6% | $12,624-66.6% |