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 | $54,973 | $94,338-41.7% | $100,534-45.3% | $142,382-61.4% |
| Participation rate | 44.4% | 81.7%-37.3pp | 80.6%-36.2pp | 80.1%-35.7pp |
| Annual return | 28.23% | 29.20%-1.0pp | 32.66%-4.4pp | 217.08%-188.8pp |
| Employer contribution / active EE | $4,915 | $4,237+16.0% | $4,346+13.1% | $4,299+14.3% |
| Participant deferral / active EE | $5,368 | $5,934-9.5% | $6,144-12.6% | $6,507-17.5% |
| Admin fee / account holder | $375 | $8,421-95.5% | $7,654-95.1% | $12,624-97.0% |