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 6-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 | $54,881 | $49,915+9.9% | $154,803-64.5% | $74,304-26.1% |
| Participation rate | 59.4% | 54.0%+5.4pp | 78.1%-18.7pp | 60.3%-1.0pp |
| Annual return | 18.01% | 34.06%-16.0pp | 58.88%-40.9pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,774 | $1,611+10.1% | $4,305-58.8% | $2,241-20.9% |
| Participant deferral / active EE | $3,291 | $2,255+46.0% | $5,540-40.6% | $3,767-12.6% |
| Admin fee / account holder | $5,412 | $2,189+147.2% | $14,329-62.2% | $2,969+82.3% |