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 | $21,869 | $80,717-72.9% | $154,803-85.9% | $84,808-74.2% |
| Participation rate | 61.7% | 66.8%-5.1pp | 78.1%-16.4pp | 68.3%-6.6pp |
| Annual return | 36.14% | 37.96%-1.8pp | 58.88%-22.7pp | 40.90%-4.8pp |
| Employer contribution / active EE | $2,352 | $2,761-14.8% | $4,305-45.4% | $2,631-10.6% |
| Participant deferral / active EE | $4,109 | $3,303+24.4% | $5,540-25.8% | $4,212-2.4% |
| Admin fee / account holder | $3,230 | $6,746-52.1% | $14,329-77.5% | $7,344-56.0% |