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 | $69,859 | $107,452-35.0% | $91,541-23.7% | $142,382-50.9% |
| Participation rate | 69.2% | 75.1%-5.8pp | 69.8%-0.5pp | 80.1%-10.9pp |
| Annual return | 13.14% | 22.06%-8.9pp | 20.50%-7.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,338 | $2,994+11.5% | $2,505+33.3% | $4,299-22.4% |
| Participant deferral / active EE | $5,679 | $4,754+19.4% | $4,008+41.7% | $6,507-12.7% |
| Admin fee / account holder | $1,438 | $8,834-83.7% | $6,956-79.3% | $12,624-88.6% |