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 | $52,966 | $80,717-34.4% | $154,803-65.8% | $84,808-37.5% |
| Participation rate | 65.3% | 66.8%-1.5pp | 78.1%-12.8pp | 68.3%-3.0pp |
| Annual return | 18.77% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,951 | $2,761-29.3% | $4,305-54.7% | $2,631-25.8% |
| Participant deferral / active EE | $3,569 | $3,303+8.1% | $5,540-35.6% | $4,212-15.3% |
| Admin fee / account holder | $4,381 | $6,746-35.0% | $14,329-69.4% | $7,344-40.3% |