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 | $75,266 | $100,923-25.4% | $150,045-49.8% | $74,304+1.3% |
| Participation rate | 58.7% | 70.1%-11.4pp | 82.3%-23.7pp | 60.3%-1.7pp |
| Annual return | 20.80% | 51.77%-31.0pp | 62.55%-41.7pp | 29.43%-8.6pp |
| Employer contribution / active EE | $1,462 | $3,463-57.8% | $4,693-68.9% | $2,241-34.8% |
| Participant deferral / active EE | $5,715 | $6,709-14.8% | $7,997-28.5% | $3,767+51.7% |
| Admin fee / account holder | $7,552 | $2,767+172.9% | $13,435-43.8% | $2,969+154.4% |