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 3-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 | $93,845 | $177,572-47.2% | $154,803-39.4% | $142,382-34.1% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 19.28% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,094 | $4,810+26.7% | $4,305+41.5% | $4,299+41.7% |
| Participant deferral / active EE | $5,468 | $6,272-12.8% | $5,540-1.3% | $6,507-16.0% |
| Admin fee / account holder | $11,446 | $16,786-31.8% | $14,329-20.1% | $12,624-9.3% |