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 | $59,489 | $133,922-55.6% | $116,228-48.8% | $142,382-58.2% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.6%-13.4pp | 80.1%-19.0pp |
| Annual return | 10.92% | 147.76%-136.8pp | 90.06%-79.1pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,152 | $3,446-66.6% | $2,994-61.5% | $4,299-73.2% |
| Participant deferral / active EE | $3,818 | $5,672-32.7% | $4,953-22.9% | $6,507-41.3% |
| Admin fee / account holder | $2,451 | $14,945-83.6% | $11,989-79.6% | $12,624-80.6% |