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 | $55,726 | $73,867-24.6% | $143,757-61.2% | $68,494-18.6% |
| Participation rate | 51.6% | 66.7%-15.0pp | 80.3%-28.7pp | 67.9%-16.3pp |
| Annual return | 91.53% | 1.01%+90.5pp | -0.04%+91.6pp | -7.84%+99.4pp |
| Employer contribution / active EE | $2,160 | $3,184-32.2% | $4,951-56.4% | $2,596-16.8% |
| Participant deferral / active EE | $4,272 | $3,384+26.2% | $5,637-24.2% | $4,027+6.1% |
| Admin fee / account holder | $2,417 | $5,755-58.0% | $14,673-83.5% | $5,403-55.3% |