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 | $65,926 | $135,952-51.5% | $123,892-46.8% | $273,961-75.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 4.91% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,971 | $5,170-61.9% | $4,617-57.3% | $4,869-59.5% |
| Participant deferral / active EE | $3,367 | $6,343-46.9% | $5,984-43.7% | $5,287-36.3% |
| Admin fee / account holder | $1,533 | $9,817-84.4% | $8,357-81.7% | $10,132-84.9% |