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 | $29,032 | $159,602-81.8% | $150,045-80.7% | $142,382-79.6% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 17.96% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,959 | $4,961-40.3% | $4,693-36.9% | $4,299-31.2% |
| Participant deferral / active EE | $8,124 | $8,310-2.2% | $7,997+1.6% | $6,507+24.8% |
| Admin fee / account holder | $3,185 | $14,846-78.5% | $13,435-76.3% | $12,624-74.8% |