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 | $83,431 | $177,572-53.0% | $154,803-46.1% | $142,382-41.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 17.49% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,108 | $4,810-35.4% | $4,305-27.8% | $4,299-27.7% |
| Participant deferral / active EE | $5,815 | $6,272-7.3% | $5,540+4.9% | $6,507-10.6% |
| Admin fee / account holder | $23,805 | $16,786+41.8% | $14,329+66.1% | $12,624+88.6% |