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 | $67,586 | $60,892+11.0% | $82,389-18.0% | $84,808-20.3% |
| Participation rate | 56.7% | 63.3%-6.6pp | 69.5%-12.9pp | 68.3%-11.6pp |
| Annual return | 15.86% | 37.29%-21.4pp | 28.67%-12.8pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,412 | $1,779-20.6% | $2,517-43.9% | $2,631-46.3% |
| Participant deferral / active EE | $4,376 | $3,179+37.7% | $4,155+5.3% | $4,212+3.9% |
| Admin fee / account holder | $15,153 | $5,467+177.2% | $7,231+109.6% | $7,344+106.3% |