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 | $52,855 | $114,381-53.8% | $107,525-50.8% | $142,382-62.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 29.81% | 242.71%-212.9pp | 181.32%-151.5pp | 217.08%-187.3pp |
| Employer contribution / active EE | $1,931 | $4,015-51.9% | $3,754-48.5% | $4,299-55.1% |
| Participant deferral / active EE | $10,010 | $5,564+79.9% | $5,116+95.7% | $6,507+53.8% |
| Admin fee / account holder | $454 | $9,860-95.4% | $8,919-94.9% | $12,624-96.4% |