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 | $70,293 | $148,534-52.7% | $135,903-48.3% | $139,434-49.6% |
| Participation rate | 56.5% | 83.9%-27.3pp | 81.9%-25.4pp | 80.3%-23.8pp |
| Annual return | 17.93% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,690 | $5,243-67.8% | $4,856-65.2% | $4,751-64.4% |
| Participant deferral / active EE | $3,583 | $8,100-55.8% | $7,758-53.8% | $6,710-46.6% |
| Admin fee / account holder | $1,365 | $12,400-89.0% | $10,762-87.3% | $11,403-88.0% |