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 | $50,749 | $159,602-68.2% | $150,045-66.2% | $142,382-64.4% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.3%-44.8pp | 80.1%-42.6pp |
| Annual return | 23.21% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,027 | $4,961-79.3% | $4,693-78.1% | $4,299-76.1% |
| Participant deferral / active EE | $3,968 | $8,310-52.2% | $7,997-50.4% | $6,507-39.0% |
| Admin fee / account holder | $1,638 | $14,846-89.0% | $13,435-87.8% | $12,624-87.0% |