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 | $77,367 | $135,952-43.1% | $123,892-37.6% | $273,961-71.8% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | 7.81% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,726 | $5,170-47.3% | $4,617-41.0% | $4,869-44.0% |
| Participant deferral / active EE | $3,857 | $6,343-39.2% | $5,984-35.5% | $5,287-27.0% |
| Admin fee / account holder | $473 | $9,817-95.2% | $8,357-94.3% | $10,132-95.3% |