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 | $63,347 | $115,770-45.3% | $101,248-37.4% | $158,922-60.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 13.60% | 56.14%-42.5pp | 46.47%-32.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $835 | $4,175-80.0% | $3,660-77.2% | $4,761-82.5% |
| Participant deferral / active EE | $5,221 | $4,957+5.3% | $4,370+19.5% | $5,982-12.7% |
| Admin fee / account holder | $1,544 | $7,245-78.7% | $5,945-74.0% | $11,246-86.3% |