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 | $56,542 | $162,781-65.3% | $133,956-57.8% | $158,922-64.4% |
| Participation rate | 63.2% | 83.2%-20.1pp | 79.8%-16.7pp | 82.0%-18.8pp |
| Annual return | 12.38% | 41.94%-29.6pp | 45.09%-32.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,215 | $4,975-55.5% | $3,919-43.5% | $4,761-53.5% |
| Participant deferral / active EE | $4,245 | $5,911-28.2% | $5,048-15.9% | $5,982-29.0% |
| Admin fee / account holder | $3,022 | $11,736-74.3% | $8,927-66.1% | $11,246-73.1% |