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 | $60,205 | $214,378-71.9% | $200,582-70.0% | $142,382-57.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 17.02% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,491 | $6,841-78.2% | $6,419-76.8% | $4,299-65.3% |
| Participant deferral / active EE | $4,459 | $9,865-54.8% | $9,331-52.2% | $6,507-31.5% |
| Admin fee / account holder | $352 | $17,692-98.0% | $16,305-97.8% | $12,624-97.2% |