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 6-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 | $53,180 | $111,754-52.4% | $103,333-48.5% | $145,922-63.6% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 31.12% | 24.77%+6.4pp | 24.88%+6.2pp | 561.29%-530.2pp |
| Employer contribution / active EE | $3,658 | $4,212-13.2% | $3,868-5.4% | $4,660-21.5% |
| Participant deferral / active EE | $8,173 | $5,619+45.5% | $5,057+61.6% | $6,688+22.2% |
| Admin fee / account holder | $1,309 | $9,750-86.6% | $8,355-84.3% | $13,397-90.2% |