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 | $65,206 | $159,602-59.1% | $150,045-56.5% | $142,382-54.2% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.3%-46.0pp | 80.1%-43.8pp |
| Annual return | 17.58% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,243 | $4,961-74.9% | $4,693-73.5% | $4,299-71.1% |
| Participant deferral / active EE | $2,485 | $8,310-70.1% | $7,997-68.9% | $6,507-61.8% |
| Admin fee / account holder | $437 | $14,846-97.1% | $13,435-96.7% | $12,624-96.5% |