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 | $44,904 | $106,515-57.8% | $96,683-53.6% | $139,434-67.8% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 27.77% | 38.43%-10.7pp | 35.69%-7.9pp | 372.94%-345.2pp |
| Employer contribution / active EE | $3,056 | $4,103-25.5% | $3,737-18.2% | $4,751-35.7% |
| Participant deferral / active EE | $6,238 | $5,454+14.4% | $4,878+27.9% | $6,710-7.0% |
| Admin fee / account holder | $1,665 | $7,877-78.9% | $6,730-75.3% | $11,403-85.4% |