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 | $32,551 | $177,572-81.7% | $154,803-79.0% | $142,382-77.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 60.55% | 65.07%-4.5pp | 58.88%+1.7pp | 217.08%-156.5pp |
| Employer contribution / active EE | $1,357 | $4,810-71.8% | $4,305-68.5% | $4,299-68.4% |
| Participant deferral / active EE | $3,751 | $6,272-40.2% | $5,540-32.3% | $6,507-42.4% |
| Admin fee / account holder | $753 | $16,786-95.5% | $14,329-94.7% | $12,624-94.0% |