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 | $38,728 | $100,773-61.6% | $88,946-56.5% | $142,382-72.8% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 19.12% | 70.18%-51.1pp | 57.82%-38.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,248 | $2,918-22.9% | $2,555-12.0% | $4,299-47.7% |
| Participant deferral / active EE | $4,109 | $5,230-21.4% | $4,581-10.3% | $6,507-36.9% |
| Admin fee / account holder | $9,329 | $9,693-3.8% | $8,261+12.9% | $12,624-26.1% |