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 6-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 | $84,366 | $100,923-16.4% | $150,045-43.8% | $74,304+13.5% |
| Participation rate | 45.7% | 70.1%-24.4pp | 82.3%-36.6pp | 60.3%-14.6pp |
| Annual return | 32.39% | 51.77%-19.4pp | 62.55%-30.2pp | 29.43%+3.0pp |
| Employer contribution / active EE | $1,757 | $3,463-49.3% | $4,693-62.6% | $2,241-21.6% |
| Participant deferral / active EE | $4,790 | $6,709-28.6% | $7,997-40.1% | $3,767+27.2% |
| Admin fee / account holder | $6,567 | $2,767+137.3% | $13,435-51.1% | $2,969+121.2% |