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 | $68,435 | $202,432-66.2% | $169,368-59.6% | $139,434-50.9% |
| Participation rate | 52.9% | 81.1%-28.1pp | 77.1%-24.2pp | 80.3%-27.4pp |
| Annual return | 17.70% | 531.74%-514.0pp | 405.60%-387.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,649 | $4,692-64.9% | $4,013-58.9% | $4,751-65.3% |
| Participant deferral / active EE | $3,675 | $6,938-47.0% | $6,221-40.9% | $6,710-45.2% |
| Admin fee / account holder | $2,238 | $10,708-79.1% | $9,003-75.1% | $11,403-80.4% |