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 | $69,468 | $127,065-45.3% | $113,168-38.6% | $142,382-51.2% |
| Participation rate | 43.8% | 79.2%-35.5pp | 76.6%-32.8pp | 80.1%-36.4pp |
| Annual return | 19.97% | 24.03%-4.1pp | 24.27%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,049 | $3,442-69.5% | $2,975-64.7% | $4,299-75.6% |
| Participant deferral / active EE | $2,785 | $5,716-51.3% | $5,107-45.5% | $6,507-57.2% |
| Admin fee / account holder | $3,391 | $15,736-78.5% | $12,068-71.9% | $12,624-73.1% |