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 | $59,486 | $238,490-75.1% | $180,183-67.0% | $142,382-58.2% |
| Participation rate | 54.5% | 82.3%-27.7pp | 77.4%-22.9pp | 80.1%-25.6pp |
| Annual return | 14.69% | 33.56%-18.9pp | 27.86%-13.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,393 | $6,143-77.3% | $5,039-72.4% | $4,299-67.6% |
| Participant deferral / active EE | $4,045 | $7,996-49.4% | $6,822-40.7% | $6,507-37.8% |
| Admin fee / account holder | $3,059 | $28,866-89.4% | $19,975-84.7% | $12,624-75.8% |