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 | $28,545 | $89,753-68.2% | $107,525-73.5% | $84,808-66.3% |
| Participation rate | 55.6% | 68.1%-12.5pp | 75.1%-19.5pp | 68.3%-12.8pp |
| Annual return | 24.41% | 29.48%-5.1pp | 181.32%-156.9pp | 40.90%-16.5pp |
| Employer contribution / active EE | $3,261 | $3,113+4.7% | $3,754-13.1% | $2,631+23.9% |
| Participant deferral / active EE | $4,113 | $4,056+1.4% | $5,116-19.6% | $4,212-2.3% |
| Admin fee / account holder | $1,561 | $7,222-78.4% | $8,919-82.5% | $7,344-78.7% |