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 | $24,354 | $97,744-75.1% | $103,476-76.5% | $145,922-83.3% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 43.30% | 25.41%+17.9pp | 23.90%+19.4pp | 561.29%-518.0pp |
| Employer contribution / active EE | $3,813 | $4,677-18.5% | $4,672-18.4% | $4,660-18.2% |
| Participant deferral / active EE | $6,729 | $6,603+1.9% | $6,623+1.6% | $6,688+0.6% |
| Admin fee / account holder | $10,584 | $12,515-15.4% | $9,413+12.4% | $13,397-21.0% |