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 | $56,841 | $77,503-26.7% | $100,391-43.4% | $80,856-29.7% |
| Participation rate | 69.2% | 76.9%-7.7pp | 81.5%-12.3pp | 67.6%+1.6pp |
| Annual return | 20.92% | 37.20%-16.3pp | 49.20%-28.3pp | 35.59%-14.7pp |
| Employer contribution / active EE | $5,515 | $2,801+96.9% | $3,942+39.9% | $2,755+100.2% |
| Participant deferral / active EE | $9,722 | $6,820+42.6% | $8,082+20.3% | $4,296+126.3% |
| Admin fee / account holder | $1,587 | $5,897-73.1% | $7,899-79.9% | $6,918-77.1% |