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 | $37,445 | $177,572-78.9% | $154,803-75.8% | $142,382-73.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 21.87% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,956 | $4,810-59.3% | $4,305-54.6% | $4,299-54.5% |
| Participant deferral / active EE | $6,473 | $6,272+3.2% | $5,540+16.8% | $6,507-0.5% |
| Admin fee / account holder | $321 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |