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 | $63,317 | $112,881-43.9% | $90,951-30.4% | $158,922-60.2% |
| Participation rate | 31.3% | 74.7%-43.5pp | 69.0%-37.8pp | 82.0%-50.7pp |
| Annual return | 14.17% | 215.79%-201.6pp | 134.60%-120.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,644 | $2,893-43.2% | $2,122-22.5% | $4,761-65.5% |
| Participant deferral / active EE | $2,828 | $4,128-31.5% | $3,373-16.2% | $5,982-52.7% |
| Admin fee / account holder | $4,859 | $8,041-39.6% | $5,959-18.5% | $11,246-56.8% |