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 4-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 | $25,986 | $71,050-63.4% | $93,606-72.2% | $80,856-67.9% |
| Participation rate | 52.6% | 60.4%-7.8pp | 68.7%-16.1pp | 67.6%-15.0pp |
| Annual return | 54.98% | 11.26%+43.7pp | 133.20%-78.2pp | 35.59%+19.4pp |
| Employer contribution / active EE | $1,994 | $1,564+27.5% | $2,420-17.6% | $2,755-27.6% |
| Participant deferral / active EE | $6,489 | $4,034+60.9% | $4,411+47.1% | $4,296+51.1% |
| Admin fee / account holder | $4,989 | $6,945-28.2% | $8,285-39.8% | $6,918-27.9% |