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 | $61,196 | $114,381-46.5% | $107,525-43.1% | $142,382-57.0% |
| Participation rate | 63.2% | 78.1%-15.0pp | 75.1%-11.9pp | 80.1%-17.0pp |
| Annual return | 15.66% | 242.71%-227.0pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,376 | $4,015-40.8% | $3,754-36.7% | $4,299-44.7% |
| Participant deferral / active EE | $2,882 | $5,564-48.2% | $5,116-43.7% | $6,507-55.7% |
| Admin fee / account holder | $5,974 | $9,860-39.4% | $8,919-33.0% | $12,624-52.7% |