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 | $69,297 | $135,952-49.0% | $123,892-44.1% | $273,961-74.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 4.47% | 56.63%-52.2pp | 47.52%-43.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,908 | $5,170-63.1% | $4,617-58.7% | $4,869-60.8% |
| Participant deferral / active EE | $5,200 | $6,343-18.0% | $5,984-13.1% | $5,287-1.7% |
| Admin fee / account holder | $467 | $9,817-95.2% | $8,357-94.4% | $10,132-95.4% |