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 | $51,927 | $79,944-35.0% | $98,439-47.2% | $75,163-30.9% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.2%-15.2pp | 67.2%-7.2pp |
| Annual return | 26.28% | 19.75%+6.5pp | 21.16%+5.1pp | 160.62%-134.3pp |
| Employer contribution / active EE | $1,535 | $2,264-32.2% | $3,048-49.6% | $2,670-42.5% |
| Participant deferral / active EE | $4,106 | $3,752+9.4% | $4,738-13.3% | $4,125-0.5% |
| Admin fee / account holder | $1,109 | $6,840-83.8% | $8,948-87.6% | $5,651-80.4% |