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 3-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 | $73,632 | $89,753-18.0% | $107,525-31.5% | $84,808-13.2% |
| Participation rate | 54.5% | 68.1%-13.5pp | 75.1%-20.5pp | 68.3%-13.8pp |
| Annual return | 21.15% | 29.48%-8.3pp | 181.32%-160.2pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,793 | $3,113-10.3% | $3,754-25.6% | $2,631+6.2% |
| Participant deferral / active EE | $6,155 | $4,056+51.7% | $5,116+20.3% | $4,212+46.1% |
| Admin fee / account holder | $7,804 | $7,222+8.1% | $8,919-12.5% | $7,344+6.3% |