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 | $65,493 | $89,753-27.0% | $107,525-39.1% | $84,808-22.8% |
| Participation rate | 35.9% | 68.1%-32.2pp | 75.1%-39.2pp | 68.3%-32.4pp |
| Annual return | 14.28% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,435 | $3,113-53.9% | $3,754-61.8% | $2,631-45.5% |
| Participant deferral / active EE | $3,538 | $4,056-12.8% | $5,116-30.8% | $4,212-16.0% |
| Admin fee / account holder | $1,236 | $7,222-82.9% | $8,919-86.1% | $7,344-83.2% |