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 3-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 | $83,365 | $76,670+8.7% | $96,683-13.8% | $71,457+16.7% |
| Participation rate | 51.1% | 66.6%-15.5pp | 74.3%-23.3pp | 67.9%-16.8pp |
| Annual return | 21.43% | 48.29%-26.9pp | 35.69%-14.3pp | 28.85%-7.4pp |
| Employer contribution / active EE | $1,254 | $3,031-58.6% | $3,737-66.4% | $2,588-51.5% |
| Participant deferral / active EE | $2,589 | $3,771-31.3% | $4,878-46.9% | $4,289-39.6% |
| Admin fee / account holder | $1,285 | $2,028-36.6% | $6,730-80.9% | $1,587-19.0% |