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 | $58,912 | $177,572-66.8% | $154,803-61.9% | $142,382-58.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 22.73% | 65.07%-42.3pp | 58.88%-36.2pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,409 | $4,810-49.9% | $4,305-44.0% | $4,299-44.0% |
| Participant deferral / active EE | $9,949 | $6,272+58.6% | $5,540+79.6% | $6,507+52.9% |
| Admin fee / account holder | $3,813 | $16,786-77.3% | $14,329-73.4% | $12,624-69.8% |