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 | $60,027 | $100,773-40.4% | $88,946-32.5% | $142,382-57.8% |
| Participation rate | 21.7% | 74.3%-52.5pp | 68.8%-47.1pp | 80.1%-58.4pp |
| Annual return | 20.98% | 70.18%-49.2pp | 57.82%-36.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,747 | $2,918-40.1% | $2,555-31.6% | $4,299-59.4% |
| Participant deferral / active EE | $3,281 | $5,230-37.3% | $4,581-28.4% | $6,507-49.6% |
| Admin fee / account holder | $9,796 | $9,693+1.1% | $8,261+18.6% | $12,624-22.4% |