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 | $53,771 | $100,923-46.7% | $150,045-64.2% | $74,304-27.6% |
| Participation rate | 57.3% | 70.1%-12.8pp | 82.3%-25.0pp | 60.3%-3.1pp |
| Annual return | 28.33% | 51.77%-23.4pp | 62.55%-34.2pp | 29.43%-1.1pp |
| Employer contribution / active EE | $1,667 | $3,463-51.9% | $4,693-64.5% | $2,241-25.6% |
| Participant deferral / active EE | $7,458 | $6,709+11.2% | $7,997-6.7% | $3,767+98.0% |
| Admin fee / account holder | $5,377 | $2,767+94.3% | $13,435-60.0% | $2,969+81.1% |