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 | $83,956 | $80,717+4.0% | $154,803-45.8% | $84,808-1.0% |
| Participation rate | 52.3% | 66.8%-14.5pp | 78.1%-25.8pp | 68.3%-16.0pp |
| Annual return | 20.29% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,706 | $2,761-38.2% | $4,305-60.4% | $2,631-35.2% |
| Participant deferral / active EE | $4,891 | $3,303+48.1% | $5,540-11.7% | $4,212+16.1% |
| Admin fee / account holder | $3,153 | $6,746-53.3% | $14,329-78.0% | $7,344-57.1% |