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 8-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 | $57,574 | $105,126-45.2% | $94,646-39.2% | $139,434-58.7% |
| Participation rate | 65.0% | 82.4%-17.4pp | 80.8%-15.8pp | 80.3%-15.3pp |
| Annual return | 16.08% | 38.03%-22.0pp | 156.71%-140.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,338 | $4,106-43.1% | $3,672-36.3% | $4,751-50.8% |
| Participant deferral / active EE | $5,561 | $7,599-26.8% | $7,418-25.0% | $6,710-17.1% |
| Admin fee / account holder | $6,549 | $8,984-27.1% | $7,231-9.4% | $11,403-42.6% |