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 | $62,663 | $214,378-70.8% | $200,582-68.8% | $142,382-56.0% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 16.46% | 46.41%-29.9pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,218 | $6,841-53.0% | $6,419-49.9% | $4,299-25.1% |
| Participant deferral / active EE | $3,524 | $9,865-64.3% | $9,331-62.2% | $6,507-45.8% |
| Admin fee / account holder | $651 | $17,692-96.3% | $16,305-96.0% | $12,624-94.8% |