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 | $103,645 | $148,534-30.2% | $135,903-23.7% | $139,434-25.7% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 20.98% | 79.19%-58.2pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,506 | $5,243-71.3% | $4,856-69.0% | $4,751-68.3% |
| Participant deferral / active EE | $6,691 | $8,100-17.4% | $7,758-13.8% | $6,710-0.3% |
| Admin fee / account holder | $474 | $12,400-96.2% | $10,762-95.6% | $11,403-95.8% |