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 | $65,448 | $197,591-66.9% | $177,821-63.2% | $158,922-58.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 15.56% | 58.76%-43.2pp | 48.32%-32.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,826 | $6,697-72.7% | $5,918-69.2% | $4,761-61.7% |
| Participant deferral / active EE | $4,068 | $8,405-51.6% | $7,714-47.3% | $5,982-32.0% |
| Admin fee / account holder | $2,184 | $15,399-85.8% | $12,427-82.4% | $11,246-80.6% |