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 | $47,707 | $177,572-73.1% | $154,803-69.2% | $142,382-66.5% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.1%-23.5pp | 80.1%-25.6pp |
| Annual return | 21.19% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,600 | $4,810-25.2% | $4,305-16.4% | $4,299-16.3% |
| Participant deferral / active EE | $5,439 | $6,272-13.3% | $5,540-1.8% | $6,507-16.4% |
| Admin fee / account holder | $7,135 | $16,786-57.5% | $14,329-50.2% | $12,624-43.5% |