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 | $62,653 | $114,381-45.2% | $107,525-41.7% | $142,382-56.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 23.00% | 242.71%-219.7pp | 181.32%-158.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $4,202 | $4,015+4.7% | $3,754+12.0% | $4,299-2.3% |
| Participant deferral / active EE | $7,004 | $5,564+25.9% | $5,116+36.9% | $6,507+7.6% |
| Admin fee / account holder | $616 | $9,860-93.7% | $8,919-93.1% | $12,624-95.1% |