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 | $37,805 | $177,572-78.7% | $154,803-75.6% | $142,382-73.4% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 18.15% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,448 | $4,810-7.5% | $4,305+3.3% | $4,299+3.5% |
| Participant deferral / active EE | $8,393 | $6,272+33.8% | $5,540+51.5% | $6,507+29.0% |
| Admin fee / account holder | $2,483 | $16,786-85.2% | $14,329-82.7% | $12,624-80.3% |