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 | $91,474 | $109,881-16.8% | $150,045-39.0% | $84,808+7.9% |
| Participation rate | 60.0% | 76.1%-16.1pp | 82.3%-22.3pp | 68.3%-8.3pp |
| Annual return | 17.28% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,522 | $3,561-57.2% | $4,693-67.6% | $2,631-42.1% |
| Participant deferral / active EE | $4,731 | $6,636-28.7% | $7,997-40.8% | $4,212+12.3% |
| Admin fee / account holder | $1,721 | $8,568-79.9% | $13,435-87.2% | $7,344-76.6% |