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 | $57,779 | $214,378-73.0% | $200,582-71.2% | $142,382-59.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 40.26% | 46.41%-6.1pp | 42.33%-2.1pp | 217.08%-176.8pp |
| Employer contribution / active EE | $11,811 | $6,841+72.6% | $6,419+84.0% | $4,299+174.7% |
| Participant deferral / active EE | $8,502 | $9,865-13.8% | $9,331-8.9% | $6,507+30.7% |
| Admin fee / account holder | $1,856 | $17,692-89.5% | $16,305-88.6% | $12,624-85.3% |