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 | $43,719 | $214,378-79.6% | $200,582-78.2% | $142,382-69.3% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 22.37% | 46.41%-24.0pp | 42.33%-20.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,741 | $6,841-59.9% | $6,419-57.3% | $4,299-36.2% |
| Participant deferral / active EE | $5,049 | $9,865-48.8% | $9,331-45.9% | $6,507-22.4% |
| Admin fee / account holder | $865 | $17,692-95.1% | $16,305-94.7% | $12,624-93.1% |