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 | $61,372 | $167,484-63.4% | $151,611-59.5% | $134,475-54.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 84.15% | 7.80%+76.3pp | 3.33%+80.8pp | 417.96%-333.8pp |
| Employer contribution / active EE | $3,935 | $6,829-42.4% | $6,166-36.2% | $4,740-17.0% |
| Participant deferral / active EE | $5,233 | $8,986-41.8% | $8,363-37.4% | $6,400-18.2% |
| Admin fee / account holder | $3,228 | $13,783-76.6% | $11,616-72.2% | $11,426-71.8% |