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 | $70,269 | $181,894-61.4% | $156,549-55.1% | $273,961-74.4% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 6.56% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,453 | $6,248-76.7% | $5,501-73.6% | $4,869-70.1% |
| Participant deferral / active EE | $3,367 | $5,550-39.3% | $4,871-30.9% | $5,287-36.3% |
| Admin fee / account holder | $617 | $15,559-96.0% | $13,027-95.3% | $10,132-93.9% |