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 | $133,958 | $179,726-25.5% | $156,263-14.3% | $142,382-5.9% |
| Participation rate | 52.4% | 82.1%-29.7pp | 78.9%-26.5pp | 80.1%-27.7pp |
| Annual return | 20.34% | 77.86%-57.5pp | 59.47%-39.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,595 | $5,069-68.5% | $4,333-63.2% | $4,299-62.9% |
| Participant deferral / active EE | $3,905 | $6,956-43.9% | $6,158-36.6% | $6,507-40.0% |
| Admin fee / account holder | $1,154 | $17,272-93.3% | $14,255-91.9% | $12,624-90.9% |