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 | $71,635 | $95,266-24.8% | $82,389-13.1% | $142,382-49.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 14.23% | 25.74%-11.5pp | 28.67%-14.4pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,312 | $2,991-56.1% | $2,517-47.9% | $4,299-69.5% |
| Participant deferral / active EE | $2,337 | $4,809-51.4% | $4,155-43.8% | $6,507-64.1% |
| Admin fee / account holder | $4,128 | $8,563-51.8% | $7,231-42.9% | $12,624-67.3% |