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 | $63,965 | $181,894-64.8% | $156,549-59.1% | $273,961-76.7% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 16.17% | 30.74%-14.6pp | 32.23%-16.1pp | 41.45%-25.3pp |
| Employer contribution / active EE | $2,544 | $6,248-59.3% | $5,501-53.7% | $4,869-47.7% |
| Participant deferral / active EE | $3,713 | $5,550-33.1% | $4,871-23.8% | $5,287-29.8% |
| Admin fee / account holder | $659 | $15,559-95.8% | $13,027-94.9% | $10,132-93.5% |