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 | $72,860 | $177,572-59.0% | $154,803-52.9% | $142,382-48.8% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 17.83% | 65.07%-47.2pp | 58.88%-41.1pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,703 | $4,810-43.8% | $4,305-37.2% | $4,299-37.1% |
| Participant deferral / active EE | $6,197 | $6,272-1.2% | $5,540+11.8% | $6,507-4.8% |
| Admin fee / account holder | $559 | $16,786-96.7% | $14,329-96.1% | $12,624-95.6% |