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 10-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 | $86,920 | $179,726-51.6% | $156,263-44.4% | $142,382-39.0% |
| Participation rate | 63.2% | 82.1%-18.9pp | 78.9%-15.7pp | 80.1%-17.0pp |
| Annual return | 12.05% | 77.86%-65.8pp | 59.47%-47.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,757 | $5,069-65.3% | $4,333-59.5% | $4,299-59.1% |
| Participant deferral / active EE | $4,070 | $6,956-41.5% | $6,158-33.9% | $6,507-37.5% |
| Admin fee / account holder | $4,297 | $17,272-75.1% | $14,255-69.9% | $12,624-66.0% |