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 | $59,688 | $48,795+22.3% | $65,493-8.9% | $84,808-29.6% |
| Participation rate | 55.2% | 67.0%-11.8pp | 73.1%-17.9pp | 68.3%-13.1pp |
| Annual return | 19.13% | 20.20%-1.1pp | 982.45%-963.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,368 | $1,930-29.1% | $2,574-46.9% | $2,631-48.0% |
| Participant deferral / active EE | $3,538 | $2,928+20.8% | $3,961-10.7% | $4,212-16.0% |
| Admin fee / account holder | $1,939 | $3,877-50.0% | $5,028-61.4% | $7,344-73.6% |