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 | $73,227 | $140,940-48.0% | $112,229-34.8% | $139,434-47.5% |
| Participation rate | 69.2% | 79.2%-10.0pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 14.15% | 32.71%-18.6pp | 30.20%-16.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,291 | $4,283-69.9% | $3,430-62.4% | $4,751-72.8% |
| Participant deferral / active EE | $2,143 | $5,874-63.5% | $4,798-55.3% | $6,710-68.1% |
| Admin fee / account holder | $642 | $9,954-93.6% | $7,748-91.7% | $11,403-94.4% |