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 | $71,480 | $179,726-60.2% | $156,263-54.3% | $142,382-49.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 21.12% | 77.86%-56.7pp | 59.47%-38.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,544 | $5,069-69.5% | $4,333-64.4% | $4,299-64.1% |
| Participant deferral / active EE | $12,988 | $6,956+86.7% | $6,158+110.9% | $6,507+99.6% |
| Admin fee / account holder | $5,173 | $17,272-70.1% | $14,255-63.7% | $12,624-59.0% |