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 | $35,057 | $135,952-74.2% | $123,892-71.7% | $273,961-87.2% |
| Participation rate | 64.7% | 84.1%-19.4pp | 81.4%-16.7pp | 83.0%-18.3pp |
| Annual return | 6.39% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,103 | $5,170-78.7% | $4,617-76.1% | $4,869-77.3% |
| Participant deferral / active EE | $4,331 | $6,343-31.7% | $5,984-27.6% | $5,287-18.1% |
| Admin fee / account holder | $2,808 | $9,817-71.4% | $8,357-66.4% | $10,132-72.3% |