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 | $61,734 | $93,571-34.0% | $135,903-54.6% | $75,163-17.9% |
| Participation rate | 51.7% | 75.2%-23.5pp | 81.9%-30.2pp | 67.2%-15.5pp |
| Annual return | 19.55% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,077 | $3,537-69.5% | $4,856-77.8% | $2,670-59.7% |
| Participant deferral / active EE | $6,731 | $6,404+5.1% | $7,758-13.2% | $4,125+63.2% |
| Admin fee / account holder | $10,533 | $6,975+51.0% | $10,762-2.1% | $5,651+86.4% |