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 | $52,829 | $107,452-50.8% | $91,541-42.3% | $142,382-62.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 16.39% | 22.06%-5.7pp | 20.50%-4.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $6,668 | $2,994+122.7% | $2,505+166.2% | $4,299+55.1% |
| Participant deferral / active EE | $1,045 | $4,754-78.0% | $4,008-73.9% | $6,507-83.9% |
| Admin fee / account holder | $1,360 | $8,834-84.6% | $6,956-80.5% | $12,624-89.2% |